As I was writing this, I did recall something along those lines from the past also. Perhaps I shouldn't have used the house example but it was the best I could come up with at the time. In terms of timelime, that statement was definitely prior to Daniel's more recent comments.
I hope that the strategy has evolved over time as they have learnt more and had to deal with changing market and macro conditions, rather than there being a disconnect.
As I was writing this, I did recall something along those lines...
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