I follow this company a bit. It's been on my watchlist since it...

I follow this company a bit. It's been on my watchlist since it was around 80 cents. It ticks a number of my boxes but I'm waiting to see how other stocks perform before getting into this. In a down market this company will generally lose a fair bit - they rely on some very attractive performance fees to generate a lot of revenue. In a long term bull market, with good returns and investors returning to riskier assets it's hard to see how this company couldn't outperform the market. I like how heavily invested the management is, and how much the top 20 own. I haven't done any real analysis of the balance sheet for some time so I'm not sure how healthy they are from a cash perspective. One to watch over the long term... It is heavily leaveraged to the markets though.