Eggcellent, page-112

Mars, whilst I respect the detailed analysis, number crunching and forensic economic dissection that many skilled investors utilize, if it was just about numbers, then those with the right formula would win much of the time. Alas and alack that is all too often not the case. It is not a wise strategy to utilize with a large proportion of a portfolio but sometimes one can do well by simply having faith in the management that they are skilled in what they do. With FRM, I do. Lets check in, in 12 months and see how they are fairing.
Cheers.