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investor letters:

June 2024 Tear Sheet
1H 2024 Letter
Q4 & YTD 2023 Investor Letter
Q3 2023 Investor Letter
Q2 2023 Investor Letter

Q1 2023 Investor Letter
Q4 and FY2022 Investor Letter
Q3 2022 Investor Letter
Q2 2022 Investor Letter
Q1 2022 Investor Letter
January 2022 Semiannual Investor Letter
July 2021 Semiannual Investor Letter
January 2021 Semiannual Investor Letter

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