Archive of SaltLight Investment Company Investor Letters

Disclaimer: This letter is an archived letter to shareholders of the SaltLight Investment Holding company prior to the formation of the SaltLight SNN Worldwide Flexible Fund. The purpose of this archive to provide a historical narrative of our thinking and how it has evolved over time. We find that writing down our thoughts and allowing the passage of time to judge them are helpful in our learning and improving the art of investing. Results, past investments held and our thinking may have changed.

Jan 19, 2020
Build Something That’s Enduring In December 2015, I took a giant leap and apprehensively redirected…
Jan 19, 2020
Oct 19, 2019
Dear Shareholder, A reputation once broken may possibly be repaired, but the world will always…
Oct 19, 2019
Aug 10, 2019
Dear Shareholders, During the first half period, SaltLight Capital generated a growth in net worth…
Aug 10, 2019
Jul 21, 2018
“Moderation is better than muscle, self-control better than political power”– Proverbs 16:32 To our partners, this…
Jul 21, 2018
Oct 30, 2017
Dear Fellow Shareholders, This quarter has been a particularly difficult one to digest. As political…
Oct 30, 2017
Apr 12, 2017
Dear Fellow Shareholders, SaltLight Capital is an investment holding company that seeks to invest your…
Apr 12, 2017
Jan 13, 2017
Quarterly Update: 2nd quarter for the financial year ended June 2017 Dear Fellow Shareholders, SaltLight…
Jan 13, 2017