PARTNER LETTERS
Stay Informed on Your Investments
Transparency matters.
Our partners should always be in the know. In addition to the client portal, which provides the most recent performance and holdings, quarterly partner letters and other important notices are published here.
Partner Letters
- Partner Letter: Third Quarter 2022
- Partner Letter: Second Quarter 2022
- Partner Letter: First Quarter 2022
- Partner Letter: Fourth Quarter 2021
- Partner Letter: Third Quarter 2021
- Partner Letter: Second Quarter 2021
- Partner Letter: First Quarter 2021
- Partner Letter: Third Quarter 2020
- Partner Letter: Second Quarter 2020
- Partner Letter: Fourth Quarter 2019
- Partner Letter: Third Quarter 2019
- Partner Letter: Second Quarter 2019
- Partner Letter: First Quarter 2019
- Partner Letter: Fourth Quarter 2018
- Partner Letter: Second Quarter 2018
- Partner Letter: First Quarter 2018
- Partner Letter: Fourth Quarter 2017
- Partner Letter: Third Quarter 2017
- Partner Letter: Second Quarter 2017
- Partner Letter: First Quarter 2017