brian4567Feb 21, 20231 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 2Q23 Investor LetterReturns in the first half of 2023 have been impressive, but the inflation battle is till not over.