If you missed part one, where Greg explains Sigma's unique approach to world class investing while maintaining a low profile, check it out here.

AlwaysOn: How did Sigma view this last recession?

Kleiner Perkins and Sequoia Capital may be the flashy VCs presiding on Sand Hill Road, but across town in Menlo Park, Sigma Partners is posting equal, if not better, returns for their investors. Throughout the last 25 years, Sigma Partners has funded over 100 early stage companies and is currently investing their eighth fund of about $500 million, bringing their total capital under management to over $2 billion.