Glenn D. Surowiec
Aug 20, 2024
Client Update, August 20, 2024: The Private Equity Pause
In most letters, we focus on the characteristics that attract us to a particular position. We’ve spoken at length, for example, about...
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We post mid-year and end-of-year client updates, and post presentations and resources that give insights into our process, positions, and investing philosophy. Explore our commentary by year: