Todd Trubey
Todd Trubey
Todd Trubey quotes about
assessment attractive general overall
Our overall assessment has been that in general these have not been particularly attractive investments.
formula oftentimes
Oftentimes that is a formula for decay, but Pannell has been able to make that work.
build cash good higher historical managers seeing stakes whom
We are seeing a lot of managers, especially those for whom valuation is really important . . . build up cash stakes that are higher than historical averages. It's something we are seeing some very good managers do right now.