Greg Pierce and I traveled to NYC for our in person due diligence meetings. It is part of our investment committee policy that we meet with our investment managers IN PERSON for periodic analysis of the management. It is in these meetings we are able to ask tough questions and get information that may not be readily available to investors through publications or fact sheets. We get up to the minute decisions and directions the portfolios are going and we are able to asses if they are doing a great job, or just getting lucky.
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