top of page
  • brian4567

Disciplina Quarterly Letter 2Q22

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

Disciplina 2Q22 Letter
Download PDF • 1.23MB

90 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.

bottom of page