We believe our exposure to idiosyncratic, secular growth themes are well positioned to benefit from our new normal environment of working and entertaining from home or at a distance. Market dislocation can be a driver of disruption and innovation as well as providing great opportunities to invest in or add to excellent businesses at attractive valuations.
We believe our portfolio is well positioned given its exposure to high-quality businesses with durable growth prospects and is well balanced through our three-basket structure, which also supports our ability to nimbly reposition in response to an everchanging world.
The market forces investors to adapt, and current market conditions have accelerated many changes that were already in motion. We welcome market volatility, which plays to our strengths. While we remain nimble in our portfolio management, we stay steadfast in our process, which has been foundational to our success.