The Inversion Investor

The Inversion Investor

Introducing Execution-Based Finance (EBF): Capital Rental Efficiency

Peter Pham's avatar
Peter Pham
Jul 28, 2025
∙ Paid

Most fund managers operate on a model built around hoarding assets under management (AUM), locking in capital over long windows—often months or quarters—under the premise of long-term appreciation.

This structure prioritizes capital retention over capital productivity, delaying cash realization and reducing agility. In contrast, the model presented here…

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