1.  00:00  Introduction »

2.  00:07  What Didn't Work for the Portfolio in 3Q? »

3.  01:26  What Worked for the Portfolio in 3Q? »

4.  02:31  Our View on the Current Political Environment »

5.  04:49  New Additions to the Fundamental Equity Team »

6.  05:52  How is the Portfolio Positioned Moving Forward? »