Hi Drew, how's everything going?

It's all right, Josh, how you doing?

I'm doing well.

For those listening in, this is Drew Dixon, who is the CIO of Albert Bridge Capital,

and where are you guys based out of, by the way?

We're in London. Okay, cool. and where are you guys based out of by the way?

We're in London.

Okay cool and how long have you been managing money?

I've moved over here 20 years ago originally as an analyst with Fidelity Investments and

then Oxif and then through various different entities

we've launched the Alpha Europe Fund since 2008 and we're still here doing it.

All right.

So I wanted to talk to you about this post that you did,

debiasing and alpha.

So you're running a concentrated portfolio.

It sounds like it's kind of a best ideas portfolio,

which... sounds like it's kind of a best ideas portfolio which I want to get into but you were

doing this thing about what if you what if you took your favorite stocks or

your favorite ideas and you forced yourself to de-bias

by writing up the short thesis on each of those stocks.

Talk a little bit about that.

Yeah, I think it's just a sort of an integral part to, if we want to take the risk of being concentrated

...