Surprised whats happened since the election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good return if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is
Surprised whats happened since the election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good return if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is
Surprised whats happened since the election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good return if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is
The election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good return if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is that correct . 20 to 25 names,
The election . Were primarily stock pickers, risk managers and try not to have make row view. We werent surprised nor would we be upset if the market was down a lot. We look for areas of real opportunity. Stock pickers, you have been in touch with the Company Since the election, are people feeling about Better Things . You know, i think there is some thought that there will be some change in certain areas as far as regulation related to certain industries, but for us, the idea is to find the handful, a small handful of investments where we think we have a lot of upside, not much downside and where we think were going to earn a good return if the environment in macrosense never changes. Its amazing when you do that and the research is right, its amazing how many positive surprises end up happening because you protected on the downside. Lets let people know what do you and how you do it. Half a billion in assets under management with just about 20 names, is that correct . 20 to 25 names,