Global Value Strategy

Letters

Q3 2026: Opportunity in South Korea

Q2 2026: Oil's Exhausted Buffers and the Case for Energy

Q1 2026: 2026 Iran Conflict

Archived Letters from Previous Years

 

Factsheets

Q3 2026 Factsheet

Q2 2026 Factsheet

Q1 2026 Factsheet

Archived Factsheets from Previous Years