brian4567Feb 211 min readDisciplina Quarterly Letter 4Q22This quarter we discuss the challenges the "60/40" model faced in 2022 and benefits of our more diversified approach.Disciplina 4Q22 Investor Letter.pdfDownload PDF • 1000KB
This quarter we discuss the challenges the "60/40" model faced in 2022 and benefits of our more diversified approach.Disciplina 4Q22 Investor Letter.pdfDownload PDF • 1000KB
Disciplina Quarterly Letter 2Q22We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.