Investment Commentary

2021 Second Quarter Investor Letter

July 13, 2021

Read More

2021 First Quarter Investor Letter

April 21, 2021

Read More

2020 Fourth Quarter Investor Letter

January 18, 2021

Read More

2020 Third Quarter Investor Letter

October 12, 2020

Read More

2020 Second Quarter Investor Letter

July 8, 2020

Read More

2020 First Quarter Investor Letter

April 17, 2020

Read More