Quarterly letters
- Fourth quarter 2023
- Third quarter 2023
- Second quarter 2023
- First quarter 2023
- Fourth quarter 2022
- Third quarter 2022
- Second quarter 2022
- First quarter 2022
- Fourth quarter 2021
- Third quarter 2021
- Second quarter 2021
- First quarter 2021
- Fourth quarter 2020
- Third quarter 2020
- Second quarter 2020
- First quarter 2020
- Fourth quarter 2019
- Third quarter 2019
- Second quarter 2019
- First quarter 2019
- Fourth quarter 2018
- Third quarter 2018
- Second quarter 2018
- First quarter 2018
- Fourth quarter 2017
- Third quarter 2017
- Second quarter 2017
- First quarter 2017
Occasional notes
9 September 2019
Made in Italy Fund 12-month outlook5 November 2018
October market decline4 June 2018
Our thoughts on Italian events