My nickname with LPs is "The Professor". It's taken root over the years because at most annual meetings, I do a thought piece on how we think. The premise is that most of the meeting is about what we have done or are doing, but the invisible hand that drives all that we do is how we think. Performance is driven by what we do. What we do is driven by our strategy. Our strategy is driven by how we think. And how we think is driven by our worldview (how we think the world works). So, usually my thought piece is centered on how we think and what our worldview is when it come to investing. If you have the wrong worldview, it's hard to have the right strategy + actions + performance because the foundation will be off. Hence, our view is it's perhaps more important for our LPs to know how we think and how we think the world works, than any specific thing that we've done, because how we think will impact what we do and our performance over the long run more than anything else.