Review Detail

I normally look forward to these calls monthly, today was no exception. However, I was bothered by how long the call went today (and it started late also) and how much time was devoted to teaching about asset allocation and active/passive mgmgt at the end. This is something I have no interest in (being an Investment Advisor and Active manager already), but I certainly appreciate the slides on Sector bets being difficult to make (we are sector neutral ourselves).