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September 2020 Quarterly Letter
We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...
Brant Smith
Dec 3, 20201 min read
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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...
Sunjin Kim
Sep 20, 20201 min read
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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.
Sunjin Kim
Sep 11, 20201 min read
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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.
Sunjin Kim
Sep 11, 20201 min read
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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?
Sunjin Kim
Sep 11, 20201 min read
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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...
Sunjin Kim
Sep 11, 20201 min read
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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...
Sunjin Kim
Sep 11, 20201 min read
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December 2018 Quarterly Letter
2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
Sunjin Kim
Sep 11, 20201 min read
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brian4567
Mar 29, 20190 min read
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