Is There a Unique Source of Alpha in Markets?

Alan Borsuk: I have followed your success very closely and congratulate you on all of that. We'll kind of alternate in bringing them up. Of course, since we're the four of us in this conversation, feel free to also pick up anything that you want to bring up at the same time. But Alan, as we normally do, why don't you kick off with the first topic? Sure. It would be great to just get a sense on the investment philosophy of the firm from the sense that obviously, as you say, you're focused on business short-term CTA.

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