Good investors put a lot of thought into their decisions as investment management is a cerebral endeavor. They think not just about specific trades or positions, but about the markets at large and the world in which they reside. As an investment manager, we thought it would be beneficial to share some of what we
are thinking about with you. In that light, this is a first attempt in what we hope will be a regular undertaking to share recent thoughts on the markets, analysis tools, geopolitics or anything that we run across that is thought provoking and makes us a better investment manager. As an initial topic, we could think of no better topic to write about than a lecture turned debate that we attended at the annual CFA conference last month.

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