Disciplina Quarterly Letter 2Q22
We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.
brian4567
- Feb 1
- 1 min
Disciplina 4Q21 Investor Letter
This quarter, we share our thoughts on inflation, the Federal Reserve’s exit strategy and key factors we believe will drive markets in...
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brian4567
- Jul 29, 2021
- 1 min
Disciplina 2Q21 Quarterly Letter
This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing...
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brian4567
- May 4, 2021
- 1 min
March 2021 Quarterly Letter
We discuss the evolving inflation situation and what it means for long term portfolios
152 views0 comments
Sunjin Kim
- Jan 28, 2021
- 1 min
December 2020 Quarterly Letter
This quarter we discuss the financial markets' incredible resiliency and look ahead to 2021. The seeds have been planted for a robust...
166 views0 comments
Brant Smith
- Dec 3, 2020
- 1 min
September 2020 Quarterly Letter
We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...
69 views0 comments
Sunjin Kim
- Sep 20, 2020
- 1 min
June 2020 Quarterly Letter
Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...
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Sunjin Kim
- Sep 12, 2020
- 1 min
March 2020 Quarterly Letter
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
36 views0 comments
Sunjin Kim
- Sep 12, 2020
- 1 min
December 2019 Quarterly Letter
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
28 views0 comments
Sunjin Kim
- Sep 12, 2020
- 1 min
September 2019 Quarterly Letter
How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?
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