What a difference a quarter makes. In our year-end update, we dedicated much of our Market Perspective to…
Fourth Quarter 2018 Investor Letter
Even just a few weeks into the new year, we can begin to put the market volatility that…
Third Quarter 2018 Investor Letter
Penning our third quarter letter just a week or two into the fourth quarter feels like writing about…
Second Quarter 2018 Investor Letter
The second quarter was largely constructive for most segments of the equity markets, though sector leadership changed materially…
First Quarter 2018 Investor Letter
The first quarter of 2018 proved to be an eventful one. You may recall that we spent much…