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No. of Recommendations: 1
I wish the supplemental presentation provided more information about their distribution policy going forward.

Yes, that is the #1 thing I am interested in.

The video said something about continuing to have a robust dividend and then mentioned a $2 FRE goal and $1.7 or 1.8 in incentive income over the last 5 years. They seemed to imply some connection, but nothing explicit.

I would prefer they simply keep the variable dividend policy, but I doubt that will be the case.
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