What's Your Speciality? Value Investing?

Aruniz: Our portfolio over the last several years has been actually traditionally more high growth stocks that have performed quite well in the tech space particularly. But this year it's starting to hurt us as we see with the yield curve increasing and steepening. That's hurting some of the very expensive names in our portfolio. We're looking to add more value and kind of look to get your opinion and advice as to some things we should be looking at to incorporate more value for the market trends this year. Clay: Well, I wouldn't look at the trends. And I also wouldn't be particularly concerned about forward PE of 23 versus market at 18 or whatever. What matters is how does a