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
- 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
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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?...
69 views
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...
45 views
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.
28 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...
43 views
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...
41 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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