We should see another four or five years of outperformance. There will be some successes, but not the general outperformance. I don't think you can buy big-caps for quite a while. It has to be distinctive, it has to be expansive, and it has to be accepted by the company's customer base.
Enthusiasm is no excuse for experience.
Without it, a company can be mired in details that can kill it. Today's market requires substantial team depth and varying talents, but also different managers with different skills to be called upon to handle varying demands. The secret element of success. When markets are tough and competition keen, brand has stepped in and saved the day. It's an extension of vision.