It has been more than a year since I blogged about how I managed my exposure to Marco Polo Marine. I believe that it is a good example of how we could size our investments not only based on our motivations and whether the investments meet those motivations. It is also a good example of what we could do if the investments' ability to meet our motivations should change over time. Marco Polo Marine had a very good track record even through the Global Financial Crisis a few years ago. I was also impressed by their foresight to move into the business of OSVs and not just stick to tugs and barges. Things were looking good and they started paying dividends. To me, as an investment, Marco Polo Marine provided a nice combination of growth and income. Without a working crystal ball, I definitely did not see an order for a jack up rig ......