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How to Write Effective, Quarterly Commentaries That Are Meaningful to Your Investment Partners
Bridgeway is focusing its communication, especially in a written form and a quarterly commentary on what we really believe matters. We talk about that as being kind, not nice. So even if the client would love for us to focus more on sector attribution or stock stories, we can do those things. Those are lenses at which you can look at the portfolio despite how we're building it. And then to your point, Corián Repetition, I just have to chuckle at this. Hopefully it'll give everybody something to reflect on when you are thinking about, should I repeat myself?