Fund Updates

Investor Letters

October 26, 2021 in Fund Updates

2021 Q3 Investor Letter

The relatively low-volume summer gave way to greater volatility in…
Read More
April 26, 2021 in Fund Updates

2021 Q2 Investor Letter

Our team wanted to reach out to give a quarterly…
Read More
December 14, 2020 in Fund Updates

2020 Q4 Post Election Letter

Since our last letter, the market has had the opportunity…
Read More
October 19, 2020 in Fund Updates

2020 Q4 Pre Election Letter

As you are aware, the US election is just around…
Read More
July 20, 2020 in Fund Updates

2020 Q2 Investor Letter

During our last correspondence we discussed our team’s outlook on…
Read More
March 17, 2020 in Fund Updates

2020 COVID Letter

In these trying times we would like to provide an…
Read More
January 21, 2020 in Fund Updates

2020 Q1 Investor Letter

With the beginning of 2020 now underway, we are taking…
Read More
October 25, 2019 in Fund Updates

2019 Q3 Investor Letter

The quarter came to a close with extreme volatility related…
Read More
April 1, 2019 in Fund Updates

2019 Q2 Investor Letter

May was the worst month for the markets since December.…
Read More
December 19, 2018 in Fund Updates

2018 Q4 Investor Letter

The fourth quarter was a very difficult time for equity…
Read More