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Will Thomson of Massif Capital: A Reshuffling in Real Assets

Frederik's Labyrinth

CHAPTER

The Importance of Keeping Track of Everything

Every morning I get up and I have a sheet of paper basically that shows what our universe looks like in terms of industries. It has the industries, if you will, that were in currently in the portfolio highlighted in one color. The industries in our sort of watch lists highlighted in another color. And then industries that we're not even, you know, we don't have anything we're looking at, youknow, they're just there. Get through that, you go to the next industry; it's very hard to keep track of everything.

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