Every six months we write our clients a letter to explain what they own and why they own it. We aim to delineate the key factors driving the fundamentals of our business so that we anchor to value rather than price. We recently published our fall portfolio update. You can read our letter by
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Fall 2020 Portfolio Update
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Every six months we write our clients a letter to explain what they own and why they own it. We aim to delineate the key factors driving the fundamentals of our business so that we anchor to value rather than price. We recently published our fall portfolio update. You can read our letter by