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Masters in Business · 2026-09-16 · 16 min · 2,441 words

At The Money: Should You Invest in Companies Led by Founders?

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AI is entering its most consequential phase where scale, safety and sovereignty will determine who leads and who lags. Join Bloomberg Tech in London on November 2nd and 3rd as global leaders across business, finance and policy examine the defining trade-offs shaping the future of AI. Thank you to our presenting sponsor Salesforce and supporting sponsors IDA Ireland and Schneider Electric. Learn more at BloombergLive.com slash Tech London. Bloomberg Audio Studios podcasts radio news.

You gets to be starting something, but too hard to get over. Should you invest in Companies led by founders. Peter Thiel's VC Founders Fund has over $20 billion and produced excellent returns. How can ordinary investors get access to funds of companies headed by founders?

To help us unpack all of this and what it might mean for your portfolio, let's bring in Michael Monahan. He is a partner and portfolio manager of the Founders 100 ETF. stock symbol FFF. He's also been a Wall Street analyst, a private market investor, a tech startup CEO, and a public equity portfolio manager uh in his career. So so Michael, let's just start with the basics.

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