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January 18, 2011

“WAITING FOR THE TIDE TO COME IN” BY NORI GERARDO LIETZ & ANGELIKA EIBL OF PARTNERS GROUP, SEPTEMBER 2010

Investment Opportunity: Partners Group argues that “herd” mentality will cause core and trophy properties to become overpriced. They make the case for investing in opportunities where capital is most constrained to obtain the highest risk-adjusted returns.