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Investment Philosophy
Insights
Newsletter
Team
Contact
Quarterly Investor Letters
Featured
April 24, 2026
Q1 2026 Letter
April 24, 2026
April 24, 2026
January 28, 2026
Q4 2025 Letter
January 28, 2026
January 28, 2026
October 21, 2025
Q3 2025 Letter
October 21, 2025
October 21, 2025
July 24, 2025
Q2 2025 Letter
July 24, 2025
July 24, 2025
April 23, 2025
Q1 2025 Letter
April 23, 2025
April 23, 2025
January 23, 2025
Q4 2024 Letter
January 23, 2025
January 23, 2025
October 10, 2024
Q3 2024 Letter
October 10, 2024
October 10, 2024
July 10, 2024
Q2 2024 Letter
July 10, 2024
July 10, 2024
April 10, 2024
Q1 2024 Letter
April 10, 2024
April 10, 2024
January 16, 2024
Q4 2023 Letter
January 16, 2024
January 16, 2024
November 1, 2023
Q3 2023 Letter
November 1, 2023
November 1, 2023
August 1, 2023
Q2 2023 Letter
August 1, 2023
August 1, 2023
April 27, 2023
Q1 2023 Letter
April 27, 2023
April 27, 2023
January 27, 2023
Q4 2022 Letter
January 27, 2023
January 27, 2023
October 31, 2022
Q3 2022 Letter
October 31, 2022
October 31, 2022
July 11, 2022
Q2 2022 Letter
July 11, 2022
July 11, 2022
April 25, 2022
Q1 2022 Letter
April 25, 2022
April 25, 2022
January 11, 2022
Q4 2021 Letter
January 11, 2022
January 11, 2022
October 11, 2021
Q3 2021 Letter
October 11, 2021
October 11, 2021
July 10, 2021
Q2 2021 Letter
July 10, 2021
July 10, 2021
April 8, 2021
Q1 2021 Letter
April 8, 2021
April 8, 2021
January 11, 2021
Q4 2020 Letter
January 11, 2021
January 11, 2021
October 14, 2020
Q3 2020 Letter
October 14, 2020
October 14, 2020
July 5, 2020
Q2 2020 Letter
July 5, 2020
July 5, 2020
