Size

“And something I often share with my founders is you want to keep complexity low, because I think both complexity and size to a certain extent are the enemies of performance. And a quick definition of complexity when you're running investment firms is number of…”

“Really momentum is maybe more important, certainly more important than size and maybe more important than value.”

“We think there are some sustainable factors that add value, like valuation and momentum and quality. Size is a little more questionable, in our opinion, but we're still looking at factors all the time.”