A vast field of vibrant sunflowers stretches to the horizon under a clear blue sky, bordered by lush trees, creating a serene and...

The Monthly Letter, with all data as of March 31, 2025. Transactions mentioned in this letter: DFS/COF.

The Monthly Letter, with all data as of December 31, 2024. Transactions mentioned in this letter: CPRI.

The Monthly Letter, with all data as of September 30, 2024. Transactions mentioned in this letter: ESGR, CPRI, MGRC.

The Monthly Letter, with all data as of August 31, 2024. Transactions mentioned in this letter: CPRI, HA.

The Monthly Letter, with all data as of July 31, 2024

The Monthly Letter, with all data as of June 30, 2024

The Monthly Letter, with all data as of May 31, 2024

The Monthly Letter, with all data as of April 30, 2024

The Monthly Letter, with all data as of March 31, 2024

The Monthly Letter, with all data as of February 29, 2024

The Monthly Letter, with all data as of January 31, 2024

The Monthly Letter, with all data as of December 31, 2023

The Monthly Letter, with all data as of November 30, 2023

The Monthly Letter, with all data as of October 31, 2023

The Monthly Letter, with all data as of September 30, 2023

The Monthly Report, with all data as of August 31, 2023.

The Monthly Report, with all data as of July 31, 2023.