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  • Sunjin Kim

March 2020 Quarterly Letter

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 1Q20 Letter
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We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.

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