Publications

4Q 2021 CIO Investor Letter

Feb. 1, 2022

As we watch what’s unfolding in front of us today, we’re concerned that many investors have conflated hope of fast and furious growth from the immediate past for durable compounding well into the future. In our view, this is rather problematic...

Please click the ‘Download’ link below to read the full 4Q 2021 CIO Investor Letter.

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Related Insights

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Up until recently, investors who had bet on oil equities over the last decade received mediocre returns, at best. We think the market dynamics have changed.

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Risk & Uncertainty

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