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2021 First Quarter Investor Letter
April 21, 2021
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2020 Fourth Quarter Investor Letter
January 18, 2021
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2020 Third Quarter Investor Letter
October 12, 2020
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2020 Second Quarter Investor Letter
July 8, 2020
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2020 First Quarter Investor Letter
April 17, 2020
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COVID-19 and Portfolio Strategy
March 17, 2020
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