• Sunjin Kim

December 2019 Quarterly Letter

Updated: Sep 21, 2020

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
.pdf
Download PDF • 586KB

28 views0 comments

Recent Posts

See All

This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.

We discuss the evolving inflation situation and what it means for long term portfolios