Disciplina 2Q23 Investor Letter
Returns in the first half of 2023 have been impressive, but the inflation battle is till not over.
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brian4567
- May 9
- 1 min
Disciplina 1Q23 Investor Letter
This quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and markets
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brian4567
- Feb 21
- 1 min
Disciplina Quarterly Letter 4Q22
This quarter we discuss the challenges the "60/40" model faced in 2022 and benefits of our more diversified approach.
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brian4567
- Nov 7, 2022
- 1 min
Disciplina Quarterly Letter 3Q22
This quarter we discuss how far the Fed needs to hike before it reaches its "terminal" Fed Funds rate. We also highlight the effect of...
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brian4567
- Aug 8, 2022
- 1 min
Disciplina Quarterly Letter 2Q22
We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.
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brian4567
- Apr 15, 2022
- 1 min
Disciplina Quarterly Letter 1Q22
This quarter we discuss our concerns about the impact of pandemic related monetary and fiscal stimulus on inflation
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brian4567
- Feb 1, 2022
- 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
- Oct 15, 2021
- 1 min
Disciplina Investor Letter 3Q21
This quarter we discuss post pandemic labor market trends and the implications for inflation and fixed income assets.
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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
Disciplina 1Q21 Quarterly Letter
We discuss the evolving inflation situation and what it means for long term portfolios
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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...
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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?...
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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.
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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.
34 views
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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Sunjin Kim
- Sep 12, 2020
- 1 min
June 2019 Quarterly Letter
When it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...
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Sunjin Kim
- Sep 12, 2020
- 1 min
March 2019 Quarterly Letter
Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...
49 views
Sunjin Kim
- Sep 12, 2020
- 1 min
December 2018 Quarterly Letter
2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
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brian4567
- Mar 30, 2019
- 0 min
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