Growth Above Inflation

i was invested in, the not as an l p an a kk r fund, but i invested in k k r ou the management company and the promote public stock. I went to one of their teachins in 20 13, and they had one of their portfolio managers up talking about how forsints, like 19 86, or they'd been doing deals. They put every metric of the deals that they did up on a screen,. And said, what drove the performance? So when something worked, when something didn't work, what were the factors? And they said, we' boiled it down to one. If you're growing 200 basis points above inflation, that resinated with