Patrick O'Shaughnessy: belief

Transcript context

…This is Canvas? Canvas, yeah. That has put us in a position. That's just different from most long-only asset managers. That's a sleepy business to be in like more of the market is just hiring Vanguard, so I wouldn't really want to be playing in that space long term. I think we're in a position now that we can benefit from technology versus being disrupted by it, and therefore, there are some points for that. But as with everything, it's all about execution, and we're in the very early days. I think I'll give us a tentative B+ to give us lots of room for improvement, but because we have established something that we can really see building on for decades to come. I think that's hard to do, and the team—to be clear, not me—has done that building in insane fashion over the last 18 months. It's wild what they built with a relatively small team. How many engineers do you guys have?…

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