Arush's Investment Process in a Bull Market

I feel like the sector rotation has kind of been a little bit tricky to handle lately. So what, where are you putting your money in that regard? Do you just stick with growth that's maybe a little less volatile or do you do some of that switching? Uh, we definitely don't stand still and our investment process has led us really since, uh, the day of the Pfizer vaccine to move toward a more defensive posture. We're offensive investors. I've never seen a bull market that I didn't love to go cannonball into it.