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  • Sunjin Kim

December 2018 Quarterly Letter

Updated: Sep 20, 2020

2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019? Read Disciplina’s December 2018 quarterly update here.

Disciplina 4Q18 Letter
Download PDF • 649KB

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We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.

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