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Tarik Aeta

Aug 10, 2026

4:40
And without revealing necessarily the secret sauce, can either of you give the audience a hint of some of the more concrete things that make us special?
4:49
Like one example to start off with is like ideas can come from anywhere.
4:52
So if you look at, you know, ideas that ultimately go into the portfolios, sometimes it'll be, you know, the analyst will be talking to the management team, different management teams, you know, talking to the sell side, going to conferences and finding new ideas.
5:06
Also, we get ideas from our empirical team and, you know, they surface, you know, ideas from a quant perspective.
5:11
But basically all those ideas all get aggregated into our research management system, our RMS system.
5:17
And then within there, ideas get scored and prioritized and triaged between analysts and portfolio managers.
5:23
And once we go through that process, then the highest, most urgent ideas get prioritized.

12 MINS LATER

17:41
Fastest growth since 21, I guess it would be?

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