First Quarter 2023 Letter to Investors
The recent events in the banking industry are already being called a “Global Banking Crisis.” We’ve received a number of questions about...
First Quarter 2023 Letter to Investors
Fourth Quarter 2022 Letter to Investors
Third Quarter 2022 Letter to Investors
Second Quarter 2022 Letter to Investors
First Quarter 2022 Letter to Investors
Fourth Quarter 2021 Letter to Investors
Third Quarter 2021 Letter to Investors
Second Quarter 2021 Letter to Investors
First Quarter 2021 Letter to Investors
Fourth Quarter 2020 Letter to Investors
Third Quarter 2020 Letter to Investors
Second Quarter 2020 Letter to Investors
First Quarter 2020 Letter to Investors
Fourth Quarter 2019 Letter to Investors
3rd Quarter 2019 Letter to Investors
2nd Quarter 2019 Letter to Investors
1Q 2019 Letter to Investors
4Q 2018 Letter to Investors
3Q 2018 Letter to Investors
2Q 2018 Letter to Investors