We’ve posted a 4-page quarterly letter which you can read by clicking here. Speed Read: We briefly review the building momentum unwind lurking in ETFs, the terrible governance shifts that have been occurring, and the directly opposite approach to governance…
There have been many words and frustrations published regarding the shift of investors from active to passive funds. To our knowledge there have been none highlighting the shift in psychology that takes place when investors transition to becoming passive index…
Chris penned our third quarter letter on his first year anniversary with the GreenWood team. Speed Read: Exor exemplifies why "dead money," is a truism that is never true when skin in the game is involved, as Builders continuously compound…