What's the Frame of Value Investors?

Since the great financial crisis, we've been living in this period of unusually low rates. For investors who are used to buying conservative bonds at all, they can't get the yield any more. And even with this rise in rates that we've seen recently, we're still dealing with negative rates. All capital alication decisions have ben perverted. Soit's hard. I mean, it's hard to know what to do. But for us, what we really try to do is takea page out of the conservatism book and make sure that we've underwritten whatever is we're writing.

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