“How much of your investment decision, you focus on the…” — The Knowledge Project at 1:10:38
“How much of your investment decision, you focus on the downside, but how much of it is like we're modeling it the next five years and then we're tracking to that model? The only thing I tell you about a model that's produced in an investment committee is it will never be exactly what happens. But I'd say we're trying…”
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1:18:54