…
2021 Q4 Investment Letter (A Global Portfolio)
https://vimeo.com/690600244 The S&P 500 Index returned 11.03% and the S&P Global Broad Market Index returned 5.84% in the quarter ended December 31, 2021.1 In our last letter, we wrote about some of the larger positions we’ve recently acquired for your portfolio. In this letter, we’re focusing on some smaller new investments that we think further …
