… focuses on identifying investment themes based on a top down assessment of macroeconomic events via fundamental, quantitative, industry, economic, community, asset class and … focuses on identifying investment themes based on a top down assessment of macroeconomic events via fundamental, quantitative, industry, economic, community, asset class and … focuses on identifying investment themes based on a top down assessment of macroeconomic events via fundamental, quantitative, industry, economic, community, asset class and …