Filtered by speaker:Kathryn Kaminski×
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2 results for “exit strategy” by Kathryn Kaminski
...my view of the strategy is I I think it's much more of a macro story. And crisis just happens to be a very extreme macro environment, so the strategy is really about
...in a strategy that's like this, they tend to revert. They tend to be cyclical. And so there is a premium to being patient with strategies and not just picking, you know, those at the bottom of the list and saying, okay. Well, that doesn't work anymor
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