Oh Fire! And Burning Up
Dear Family and Friends,
Wow! How time flies when you are having fun in the middle playing each ball on its merits. It has been a little while since I last wrote to you.
We have been very busy accumulating high conviction positions in our liquid trading book given the market has been underwritten with stimulus. We have also made several new private investments.
Thankfully, the score board suggests we are seeing watermelons at this point in the match. Our performance has been outstanding. Nevertheless, we remain open minded to navigate through forthcoming unorthodox market conditions.