Is There a Global Concentrated Value Approach?

I think when you look at the way that we've actually invested over the years, that tells you the story. It's been a very concentrated approach. I had an affinity for it just because I was exposed to it at a young age in my career. The value side of it was obvious. Value investors, it's the inoculation. That whole thing either takes or doesn't. We'll see. Everything that's not SaaS and FEMG has been tough. If you value a small international, it's been a bit of a run off.

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