10/15/2007 - The Wall Street Transcript - Interview With Brian Barish

We try to focus on companies that enjoy strong franchises
and have a positive long-term business backdrop but yet the market
has been unable or unwilling to factor in these positive elements.
From that point forward, we build a portfolio of companies in all of
our strategies that we think at the point of purchase have an asymmetric risk/return profile.  more >>