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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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Disciplina Speaks to Asset Management Industry Diversity
Please find attached Disciplina’s thoughts on Diversity in the Asset Management Industry.
Sunjin Kim
Sep 9, 20201 min read
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brian4567
Mar 29, 20190 min read
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