PM type by portfolio, a thread (w/ pictures):

(1)You didn’t grow up planning to invest in energy or infra, but that’s the path you’ve gone down. Sometimes you just want to sit on a park bench for an hour, wistfully looking at the skyline. You’ve watched Heat too many times.

(2) Your spouse is the niece of the founder of China’s communism party. You go skiing in France and Hokkaido. You have a ‘personal board of directors’. Your second kid will be born via a surrogate.

(3) You founded a few startups. You sold your last startup to Conde Nast and now you’re a VC but you also fancy yourself a public fund manager. You only eat 6 times a week. You want to know how you can be more helpful.

(4) You are a male (of course). Your business card reads ‘Langdon Jr the third’. Your grandpa has a building at Princeton named after him but you still went to Stanford. You’re a keen hiker. You think frozen acai bowls are great.

(5) Your last name has a hyphen. You’re a Rhodes scholar. You read widely, recently discovered podcasts and tell all your colleagues that podcasts are just great. Your spouse is Portuguese.

(6) You run an ESG fund but you’re just long large-cap tech and healthcare. You advertise analyst role openings and the posting requires applicants to email at least 1 stock pitch, which you use for idea generation but you won’t really hire.

(7) Your living room table has a Leo Burnett book on advertising. You lurk on Twitter as an egg user. You go to Berkshire AGMs but mainly for networking; you’d never want to own Berkshire shares as an actual investment. La-La Land is your favorite movie.

(8) You think Bloomberg data/Factset/sell-side models are stupid and prefer to put all the numbers in Excel by hand. Your parents were actuaries. You have a dog. Your spouse’s family still think you work in insurance. You think value will come back (any day now).