Speaker unverified: belief

Transcript context

…And he’s very tall. He’s very tall, too, so he’s easy to spot. Yeah, you’re not going to miss him. He’s also such a good person, too. We would talk about wife and kids, and a lot more than just our investment in their company. It’s actually something we think about a lot. NZS is a younger company with less AUM behind us. We have a lot of relationships from being in the industry for a long time, but it’s an open question of how often do you really need to talk to, but when you talk to the CEO of a company four times a year, probably not. Or 6 times a year, 10 times a year, the way we’re investing, especially with the resilient company, realistically maybe a check-in every year or two, or if there’s something obviously really critical the thesis we can check-in. But that’s kind of the way we grew up investing is a lot of management interfacing. I’m always curious with public market investors. How do you think about that? It sounds like you do find it very useful to have conversations with management, versus all the information’s out there. I would imagine on the one hand, of course I want to know. I could glean so much more information than subtle signals from talking to somebody in person. On the other hand, I kind of think, well I really care about what you do, not what you say, and I can just see what you do in your filings. How do you all think about that?…

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