Sunjin KimSep 12, 20201 min readDecember 2018 Quarterly LetterUpdated: Sep 20, 20202018 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.pdfDownload PDF • 649KB
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.pdfDownload PDF • 649KB
Disciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.