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I spared folks from a completely unrelated discussion of what Roman roads last 2000 years and Davenport roads made it about five, but there were a couple cool articles on the subject - short version, start with a four foot deep trench and build the road with a series of distinct, compacted layers.
We profiled Artisan International Explorer after an hour-long interview with the managers. It was my first time meeting Anand Vasagiri and Devesh's first time chatting with either. Devesh agrees that David Samra's underlying discipline is sound but hasn't seen enough evidence that the team will remain stable and able to execute it over time. I totally get the concern, which was heightened by the conference call tech - a weird ceiling mounted camera and mic that occasionally seemed to move on its own and provided neither ideal sound nor a close view of face, but remain positive.
Devesh has a follow-up interview with Rakesh Bordia, the manager of the five-star Pzena EM Value in which he's now a shareholder.
Lynn walked through both notable young ETFs by age and muni funds by type. Shadow tracked the industry, as always, with special notice of an announcement from Osterweis.
I hope your holiday weekend is / have been / was joyful!