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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


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
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


brian4567
Mar 29, 20190 min read
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