brian4567Jul 29, 20211 min readDisciplina 2Q21 Quarterly LetterDisciplina 2Q21 Letter .pdfDownload PDF • 649KBThis quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.
Disciplina 2Q21 Letter .pdfDownload PDF • 649KBThis quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing inflationary pressures.
Disciplina Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.
March 2021 Quarterly LetterWe discuss the evolving inflation situation and what it means for long term portfolios
