The shape of a fund matters, but the trust between a manager and its investors matters more, write Fraser van Rensburg and Warren Hibbert, of Asante Capital.

AI is not a one-time deployment – new capabilities emerge constantly, vendors evolve rapidly and use cases continue to expand, thus raising the bar for execution, writes Russ Roenick, co-founder and managing partner of Transom Capital Group.

The firms that perform are not the ones with the most compelling theses. They are the ones with the most disciplined execution.