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Sunjin Kim
Sep 11, 20201 min read
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?
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Sunjin Kim
Sep 11, 20201 min read
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...
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Sunjin Kim
Sep 11, 20201 min read
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...
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Sunjin Kim
Sep 11, 20201 min read
December 2018 Quarterly Letter
2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
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brian4567
Mar 29, 20190 min read
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