Group 1 - The article emphasizes that while growth narratives dominate equity investing, factors such as cash flows, capital structure, and capital allocation are equally important for long-term investment success [1] - A background in credit bond investing highlights the importance of survival and long-term sustainability over aggressive expansion in investment strategies [1] - The ability of a company to generate consistent free cash flows, manage debt effectively, and allocate capital wisely is crucial for weathering economic downturns and emerging stronger [1]