Teddy: We all grew up as value people, right? And then I think slowly over the last few years we've been making sure that we're just not unintentionally 100% value. So you need not only to find managers that can be in this space, but be very aware of the risks that you're taking and the timing and the valuations that you're take it. This is a well diversified portfolio. How do any of us know for sure that today's long term quality holds aren't tomorrow's nifty 50? We just can't make that call.

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