“way. Then you have to say, why all of a sudden, are they…” — Capital Allocators – Inside the Institutional Investment Industry at 32:11
“way. Then you have to say, why all of a sudden, are they doing bigger investments that they've never done before? The same people with no additional resources. Why is that still a good bet? Sometimes you can see maybe there's a path to that. Sometimes this is clear. How about on the lesser-known manager side,”
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