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Quarterly Letter: Third Quarter 2022

More than two and a half years have passed since the start of the COVID-19 pandemic. We are now facing a confluence of social, economic, and geopolitical disruption on a global scale.

Now as always, we aim to calmly and successfully navigate the challenging investment horizon ahead. With this in mind, we bring you our latest thought leadership in our Q3 2022 Quarterly Letter.

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