Market Perspective As we eclipse the one-year anniversary of the “work from home” mandate, it is important to…
Investor Letter Fourth Quarter 2020
Market Perspective First and foremost, the Vivaldi team hopes that this correspondence finds you and your loved ones…
Investor Letter Fall 2020
Market Perspective For regular patrons of our quarterly update, you will notice that we are sending this correspondence…
Investor Letter Second Quarter 2020
Market Perspective As we continue to navigate this global health crisis as a firm and team, we want…
Investor Letter First Quarter 2020
Market Perspective We would be remiss not to begin our usual quarterly correspondence by communicating the Vivaldi team’s…
FOURTH QUARTER 2019 INVESTOR LETTER
The fourth quarter of 2019 provided the melt-up market move that both equity and credit markets seemed to…
THIRD QUARTER 2019 INVESTOR LETTER
The third quarter of 2019 continued to fit the narrative of an overall benign period that was punctuated…
SECOND QUARTER 2019 INVESTOR LETTER
The Second quarter of 2019 looks uneventful when surveying the point-to-point returns for most major market benchmarks. However,…
FIRST QUARTER 2019 INVESTOR LETTER
What a difference a quarter makes. In our year-end update, we dedicated much of our Market Perspective to…