Your strong returns are not a differentiator and they def don't make you fascinating

(What the heck??

I know, stay with me)

When an allocator asks what makes you different

And you point to your returns

💪 Strong perf in a tough year

💪 Continued outperformance vs bench

There's a problem (couple actually):

1. Those results are not for sale. Cant buy other people's alpha.

2. Results are an outcome not a differentiator in and of themselves

So lets talk about what makes us different

And dare I say "fascinating"...?