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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.
Sunjin Kim
Sep 12, 20201 min read
44 views


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?
Sunjin Kim
Sep 12, 20201 min read
40 views


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...
Sunjin Kim
Sep 12, 20201 min read
62 views


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...
Sunjin Kim
Sep 12, 20201 min read
60 views


December 2018 Quarterly Letter
2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?
Sunjin Kim
Sep 12, 20201 min read
48 views


brian4567
Mar 30, 20190 min read
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