Research & Videos
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1. |
00:15 |
How did the team work through the changing times? |
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2. |
02:32 |
What was the biggest surprise? |
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3. |
03:49 |
What were some early transactions? |
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4. |
04:49 |
What did you do with energy? |
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5. |
06:33 |
What's going on in Financials? |
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6. |
09:29 |
What about the Mortgage REITs? |
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7. |
10:47 |
Communication Services, Materials and Healthcare as positives? |
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8. |
12:06 |
How are you thinking about intrinsic value at this point? |
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9. |
13:44 |
Closing Thoughts |
