Quick Overview Summary
March 2025 Quick Overview Summary
February 2025 Quick Overview Summary
December 2024 Quick Overview Summary
November 2024 Quick Overview Summary
September 2024 Quick Overview Summary
August 2024 Quick Overview Summary
June 2024 Quick Overview Summary
May 2024 Quick Overview Summary
March 2024 Quick Overview Summary
February 2024 Quick Overview Summary
December 2023 Quick Overview Summary
November 2023 Quick Overview Summary
September 2023 Quick Overview Summary
August 2023 Quick Overview Summary
June 2023 Quick Overview Summary
May 2023 Quick Overview Summary
March 2023 Quick Overview Summary
February 2023 Quick Overview Summary
December 2022 Quick Overview Summary
November 2022 Quick Overview Summary
September 2022 Quick Overview Summary
August 2022 Quick Overview Summary
June 2022 Quick Overview Summary
May 2022 Quick Overview Summary
January 2022 Quick Overview Summary
Newsletters
2025 Annual Letter to Investors
2024 Annual Letter to Investors
2023 Annual Letter to Investors
2021 Annual Letter to Investors
2021Q3 - General Newsletter Appendix
2021 Q2 - General Newsletter Appendix
2021 Q1 - General Newsletter Appendix
2020 Annual Letter to Investors
2020 Q4 - Annual Letter Appendix
2020 Q3 - General Newsletter Appendix
2020 Q2 - General Newsletter Appendix
2020 Q1 - General Newsletter Appendix
2019 Annual Letter to Investors
2019 Q3 - General Newsletter
2019 Sept - Bank Insights
2019 Annual Bank Investment Summit Power Point Presentation
2019 Video of Annual Bank Investment Summit
Fund 1
2021 Q3 - Bank Performance Newsletter
2021 Q2 - Bank Performance Newsletter
2021 Q1 - Bank Performance Newsletter
2020 Q4 - Bank Performance Newsletter
2020 Q3 - Bank Performance Newsletter
2020 Q2 - Bank Performance Newsletter
2020 Q1 - Bank Performance Newsletter
2019 Q4 - Bank Performance Newsletter
2019 Q3 - Bank Performance Newsletter
2019 Q2 - Bank Performance Newsletter
2019 Q1 - Bank Performance Newsletter
2018 Q4 - Bank Performance Newsletter
2018 Q3 - Bank Performance Newsletter
2018 Q2 - Bank Performance Newsletter
Fund 2
2021 Q3 - Bank Performance Newsletter
2021 Q2 - Bank Performance Newsletter
2021 Q1 - Bank Performance Newsletter
2020 Q4 - Bank Performance Newsletter
2020 Q3 - Bank Performance Newsletter
2020 Q2 - Bank Performance Newsletter
2020 Q1 - Bank Performance Newsletter
2019 Q4 - Bank Performance Newsletter
2019 Q3 - Bank Performance Newsletter
2019 Q2 - Bank Performance Newsletter
2019 Q1 - Bank Performance Newsletter
2018 Q4 - Bank Performance Newsletter
2018 Q3 - Bank Performance Newsletter
2018 Q2 - Bank Performance Newsletter
Fund 3
2021 Q2 - Bank Performance Newsletter
2021 Q1 - Bank Performance Newsletter
2020 Q4 - Bank Performance Newsletter
2020 Q3 - Bank Performance Newsletter
2020 Q2 - Bank Performance Newsletter
2020 Q1 - Bank Performance Newsletter
2019 Q4 Bank Performance Newsletter
2019 Q3 - Bank Performance Newsletter
2019 Q2 - Bank Performance Newsletter
2019 Q1 - Bank Performance Newsletter
2018 Q4 - Bank Performance Newsletter
2018 Q3 - Bank Performance Newsletter
2018 Q2 - Bank Performance Newsletter