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FEATURED POSTS


Disciplina 4Q24 Investor Letter
This quarter we discuss the 2025 outlook and potential market impact policies of the new administration may have on markets.
Feb 3


Alena Kuprevich on P&I's 2024 list of Influential Women in Investing
We are very proud of our partner Alena being honored on Pension & Investments 2024 list of Influential Women in Institutional Investing...
Sep 12, 2024
Disciplina expands client roster with three new mandates during 1H22!
Nashville, TN, July 26, 2022 - Disciplina is pleased to announce that is has been awarded three new mandates during the first half of...
Jul 26, 2022
Featured Posts
NEWS & INSIGHTS


Disciplina 4Q24 Investor Letter
This quarter we discuss the 2025 outlook and potential market impact policies of the new administration may have on markets.
Feb 3


Disciplina 3Q24 Investor Letter
This quarter we discuss the evolution of China's property crisis and the challenges policy makers face correcting it.
Nov 5, 2024


Alena Kuprevich on P&I's 2024 list of Influential Women in Investing
We are very proud of our partner Alena being honored on Pension & Investments 2024 list of Influential Women in Institutional Investing...
Sep 12, 2024


Disciplina 2Q24 Letter
This quarter we discuss why the labor market is stronger than many people think
Aug 9, 2024


Disciplina 4Q23 Letter
Our thoughts on the Fed, elections and impact on markets in 2024
Feb 6, 2024


Disciplina 3Q23 Investor Letter
The demise of U.S. consumer has been greatly exaggerated. We look at drivers of consumer spending and a resilient economy.
Nov 2, 2023
Disciplina 2Q23 Investor Letter
Returns in the first half of 2023 have been impressive, but the inflation battle is till not over.
Aug 11, 2023


Disciplina's 10th Anniversary!
This year marks Disciplina’s 10-year anniversary. In commemoration of this milestone, we have adopted a new logo. As we reflect on our...
Jun 29, 2023


Disciplina 1Q23 Investor Letter
This quarter we discuss the recent turmoil in the banking sector and its affect on the Fed and markets
May 9, 2023


Disciplina Quarterly Letter 4Q22
This quarter we discuss the challenges the "60/40" model faced in 2022 and benefits of our more diversified approach.
Feb 21, 2023


Disciplina Quarterly Letter 3Q22
This quarter we discuss how far the Fed needs to hike before it reaches its "terminal" Fed Funds rate. We also highlight the effect of...
Nov 7, 2022
Disciplina Quarterly Letter 2Q22
We take stock of where valuations are after a "horrible, no good, very bad" first half in the financial markets.
Aug 8, 2022
Disciplina expands client roster with three new mandates during 1H22!
Nashville, TN, July 26, 2022 - Disciplina is pleased to announce that is has been awarded three new mandates during the first half of...
Jul 26, 2022


Disciplina founder Matthew Wright presents at II Dinner
Wonderful evening last Thursday at Institutional Investor’s Hedge Fund Industry Awards in NYC. Our longtime friend Jon Glidden was...
May 3, 2022
Disciplina Quarterly Letter 1Q22
This quarter we discuss our concerns about the impact of pandemic related monetary and fiscal stimulus on inflation
Apr 15, 2022


Disciplina 4Q21 Investor Letter
This quarter, we share our thoughts on inflation, the Federal Reserve’s exit strategy and key factors we believe will drive markets in...
Feb 1, 2022
Disciplina's Matthew Wright quoted in Fund Fire
In this article Matthew discusses the continued interest from endowments and foundations looking to OCIO's to manage their portfolios...
Oct 21, 2021
Disciplina Investor Letter 3Q21
This quarter we discuss post pandemic labor market trends and the implications for inflation and fixed income assets.
Oct 15, 2021
Disciplina's diverse approach highlighted in Institutional Investor article
https://www.institutionalinvestor.com/article/b1sszy5xhnq3xm/Howa-Black-Owned-OCIO-More-Than-Doubled-Its-Assets-in-a-Year
Aug 5, 2021
Disciplina 2Q21 Quarterly Letter
This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing...
Jul 29, 2021
Disciplina wins mandate from Community Foundation for Greater Atlanta
Nashville, TN, July 20, 2021 – Disciplina is pleased to announce that it has been retained by the Community Foundation for Greater...
Jul 21, 2021
Alena Kuprevich speaks at Institutional Investor Conference
https://eml.iiconferences.com/webmail/81142/653772017/57dccd8ae1f307d09101c5968eb3a063
Jun 22, 2021
Disciplina 1Q21 Quarterly Letter
We discuss the evolving inflation situation and what it means for long term portfolios
May 4, 2021
Disciplina Wins New Mandate
Nashville, TN, March 23, 2021 – Disciplina is pleased to announce it has been retained by National Philanthropic Trust (NPT), the largest...
Mar 23, 2021
December 2020 Quarterly Letter
This quarter we discuss the financial markets' incredible resiliency and look ahead to 2021. The seeds have been planted for a robust...
Jan 28, 2021


September 2020 Quarterly Letter
We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...
Dec 3, 2020


June 2020 Quarterly Letter
Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...
Sep 20, 2020


March 2020 Quarterly Letter
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
Sep 12, 2020


December 2019 Quarterly Letter
Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
Sep 12, 2020


September 2019 Quarterly Letter
How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?
Sep 12, 2020
Matthew Wright on the evolution of search consultants and finding the right OCIO provider
The article titled “Foundations And Endowments Find Help For Navigating Complex Outsourced CIO Market” discusses the evolution of search...
Sep 12, 2020


Brian Arsenault highlighted in Seton Hall University's alumni publication
Disciplina Partner, Brian Arsenault, was recently highlighted in Seton Hall University’s alumni publication. Find out more about Brian...
Sep 12, 2020


June 2019 Quarterly Letter
When it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...
Sep 12, 2020


March 2019 Quarterly Letter
Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...
Sep 12, 2020


December 2018 Quarterly Letter
2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
Sep 12, 2020
Disciplina Speaks to Asset Management Industry Diversity
Please find attached Disciplina’s thoughts on Diversity in the Asset Management Industry.
Sep 9, 2020
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