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Disciplined Investing Meets Forward Thinking

April Newsletter

May 19, 2023

Market Overview 05.03.23

March Newsletter

April 12, 2023

Market Overview 04.05.23

Silicon Valley Bank

March 13, 2023

Silicon Valley Bank

February Newsletter

March 6, 2023

Market Overview 03.01.23

1H23 Investment Themes

March 1, 2023

2023 Investment Themes

1H23 Equity Review

March 1, 2023

1H23 Equity Review 01.05.23

The ESG Masquerade

March 1, 2023

The ESG Masquerade

Opportunity Lost

March 1, 2023

Opportunity Lost

January Newsletter

March 1, 2023

Market Overview 02.01.23

October Newsletter

November 15, 2022

Market Overview 11.02.22

Bringing the latest research in quantitative and fundamental analysis to provide robust and sophisticated investment solutions to high net worth individuals and institutions

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