May 5, 2022
For us, these turbulent periods are somewhat cathartic for our investment process. Investing mistakes are…
May 5, 2022
Feb 3, 2022
If we had to summarise our perception of the first two years of the 2020’s…
Feb 3, 2022
Oct 31, 2021
Given your and our long-term focus, these short-term price moves over a month, quarter or…
Oct 31, 2021
Aug 2, 2021
The second quarter of 2021 would probably rank as the most ‘reflationary’ economic environment that…
Aug 2, 2021
May 3, 2021
Factsheet PDF version of this letter 3 May 2021 Dear Co-Investor A fairly robust performance…
May 3, 2021
Feb 2, 2021
Factsheet PDF version of this letter Dear Co-Investors, 2020 will mark as one of the…
Feb 2, 2021