In short: Referenced only — the corporate share class: amid the reorg of the units, the spread between the corp and the units collapsed "not in the best way" as the corp came down to the unit price. He owns the units instead.
2:32So I think you've seen the spread between the corporate structure and the units collapse and not in the best way. The corp units came down to the unit price. We own the units primarily for clients wherever possible. We like the company. I'm surprised that it's come off with rates because a lot of their cash flows are inflation protected.
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