We consistently and methodically evaluate the results of our assets under management. Part of this process is to learn what has driven the current results. Both current and long term trajectory is carefully considered. Recognizing what comparative or competitive advantages the business may possess, either realized currently or not, is essential in our discovery.
Evaluate what has happened, so you can apply what is learned.
Plans to execute must be virtuous, long term minded, within our risk preference and tolerance, transparent, and have survived qualified challenge.