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Day Two From Milken Global Conference
Bloomberg Businessweek
Is Your Impact a Good Thing?
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"We're underrating the exact same way that we see and like our large cap funda, with the added focus on what is the impact that company has? How do we measure it?" "The concept that pact has to be concessionary a thing comes in part from trying to shoe horn assets that don't have that kind of fundamental, mutually reinforcing dynamic," he says.
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