There's a lot of noise and volatility in the market right now, and we're in the position of trying to find companies that are less sensitive to the macro environment. Douglas Rao More Quotes by Douglas Rao More Quotes From Douglas Rao The fact is that we have an opportunity to build a position in what we think will be a best of breed industrial company during a period where the U.S. is going through an industrial recession. Douglas Rao business