Q2 2025: Mid-Year Update
We’ve reached the halfway point of 2025. In our July quarterly letter, we reflect on key market developments, portfolio performance, and what we’re watching for the second half of the year.
Download the full letter below.
We’ve reached the halfway point of 2025. In our July quarterly letter, we reflect on key market developments, portfolio performance, and what we’re watching for the second half of the year.
Download the full letter below.