We knew coming in that this would be a litmus test for our team. Who better to see where you're at then against the team favored to win? Chesterton had a really good meet, but we didn't just roll over for them.

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It makes an awful lot of sense from a lot of different perspectives. Any portfolio manager is going to start with his best ideas. You can't have 100 best ideas.

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We layer in our next 30 best ideas for those investors who want more diversification.

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