“what we do. There you get a sense from a top-down point of…” — Capital Allocators – Inside the Institutional Investment Industry at 13:01
“what we do. There you get a sense from a top-down point of view. Where are you cross comparing against different areas? What are the best places to go to? It's bottom-up, but you're looking top-down and you're very macro-aware. We've also realized that over time, things get”
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