To buy an ownership stake in a growing business but not fully pay for its future growth requires a variant view on the business versus the consensus. George will walk through the patterns or characteristics he is looking for in sourcing investment ideas – the framework and analysis he applies and ultimately the resulting thesis that gives him conviction in building an ownership stake in a business as part of the EdgePoint Global Portfolio. He will highlight Norfolk Southern Railway, a recent and significant position in the fund, with his thesis and analysis to bring the investment process to life. George's insights will allow you to look at your own investment selection process through a refined lens.