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Art and investing aren't as different as people think. Both require seeing something others miss.
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In an industry that's 98% male, you either outperform or you disappear. I chose outperform.
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I focus on technology and healthcare because those are the sectors where misunderstanding creates the biggest opportunities.
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Lone Pine taught me that the best investments come from knowing a business better than anyone else. That takes time.
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I started SurgoCap because I wanted to invest with the same rigor but with more flexibility in what I could own.