Financially it was very good, experience-wise it was very good ... all in all it was a very positive thing to do. |
Predicting macroeconomic events like that is not what we try to do, |
Researchers are people with industry experience and good Rolodexes, ... They've made mistakes along the way -- with other people's money -- and they've learned something. |
Researchers are people with industry experience and good Rolodexes. They've made mistakes along the way -- with other people's money -- and they've learned something. |
The ball is in our court now. If we play like we have been doing in the last few weeks there is no reason why we can't get into that top four. |
The ideas come much more from the qualitative side than the quantitative side. It's keeping your eyes open. We're not ones to follow the herd in investing. |
The sentiment is so horrible among investors that it's created an environment where there's so little competition that we felt there was a lot of opportunity. |
Window dressing is about as clear as mud. Nobody will admit to it. |