Sunjin KimSep 12, 20201 min readDecember 2019 Quarterly LetterUpdated: Sep 20, 2020Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground. Read Disciplina’s December 2019 quarterly letter here.Disciplina 4Q19 Letter.pdfDownload PDF • 586KB
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. Read Disciplina’s December 2019 quarterly letter here.Disciplina 4Q19 Letter.pdfDownload PDF • 586KB
Disciplina 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.