Our Year in Review letters are used to communicate how our Chief Investment Officer, Elliot Trexler, thinks about current and potential investments, risk management, and the markets in which our stocks trade.
These letters have been minimally edited from their original publication. For example, our contact information and disclosure language has been updated.
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We encourage intellectual curiosity and think it’s important to study diverse topics within and beyond the investment industry. This has resulted in a collection of whitepapers that range in topics from risk analysis, ESG analysis, the psychology of investing, industry dynamics and corporate competitive advantages.