Yet I have never seen Florida really tell individuals how they should live, while Kotkin opposed the up-zoning of Hollywood, a place where the high value of land shows that more people value living there than the current supply of housing allows.

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This is partly because they value land on their books at its historic purchase price, rather than its current price.

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Leadership has been mostly value funds with a small-mid bias, but a few growth funds land among the current top performers.

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