FY24 Annual Letter
I feel as though I lived three different lives this year. Three consecutive deaths and rebirths. 2024 was my official starting line for benchmarking my performance as a fund manager. I learned much more than I thought I would at the start of this year. My allocation processes have become routine after seven years as […]
FY23 Annual Letter
It has been such a thrilling year, and I can already tell that 2024 will be a grand adventure! Every year shows us a trial that will either propel us to our next level of excellence or will keep us imprisoned until we truly resolve our problems. That is what I love about markets. I […]
