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“specialization to help you build a picture of what's going…” — Capital Allocators – Inside the Institutional Investment Industry at 11:38

“specialization to help you build a picture of what's going on to have some conviction. That's how we do in all of these areas of evolution, rapid change. You have to do that. What are some of the other areas where you found that narrow specialization that you can identify and partner with?”

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