In our previous commentary we assessed the 2015 economy in the context of both long-term positive underpinnings and short-term challenges. Since then, we have traveled to Florida, Washington, London, Paris, and Munich attending conferences focusing on monetary policy and the consumer industry. Attending these conferences, we believe, provides our firm with a key competitive advantage in our investment management process. By going directly to the source: policy makers, CEOs, economists, and other investors, we avoid the filter of the often biased news media. Some of our best investment ideas over the years have come from these meetings, increasing client returns measurably.
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