“It's a critical piece of the value. We want to re-up in…” — Capital Allocators – Inside the Institutional Investment Industry at 31:24
“It's a critical piece of the value. We want to re-up in size with these. In those we are going to pass knowing, it may be a mistake. For us, on average, these are good decisions. You know that you're ending a relationship, potentially. You've got to think it through. How obvious is it to you when”
0:00
48:19