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.
2nd Quarter Partner Letter -2020
Fourth Quarter Partner Letter - 2019
Third Quarter Partner Letter -2019
Second Quarter Partner Letter -2019
First Quarter Partner Letter -2019
Fourth Quarter Partner Letter - 2018
The opportunities never stop.
Second Quarter Partner Letter - 2018
The Fund Outperforms The Market - Finally
First Quarter Partner Letter - 2018
If you could start all over, would you buy this today?
Fourth Quarter Partner Letter - 2017
We are in it to win it!
Third Quarter Partner Letter - 2017
Daedalus warned Icarus not to fly too high because the heat of the sun would melt the wax, nor too low, because the sea foam would soak the feathers.
Second Quarter Partner Letter - 2017
"If I am not for myself, who is for me? And being for my own self, what am 'I'? And if not now, when?" Rabbi Hillel
First Quarter Partner Letter - 2017
" When you're hot, you're hot. And when you're not, you're not. Put all the money in and let's roll 'em again." Jerry Reed - Grammy Award for Best Male Country Vocal Performance 1971