Kunal MashruwalaApr 181 minFactsheet | 1Q24Our Fund is off to a steady start in what promises to be an interesting year on the macro front. Please review the 1Q24 Factsheet for more.
Kunal MashruwalaApr 181 minThe Mash Quarterly | 4Q23We provide colour on our relative and absolute performance during 2023, with shades of why we were thinking what we were thinking.
Kunal MashruwalaJan 151 minFactsheet | 4Q23After being flat from 24Jan23 to 31Oct23, the ACWI sprinted after listening to Mr. Powell. We walked but clearly not fast enough.
Kunal MashruwalaOct 15, 20231 minFactsheet | 3Q23An economic season transition is unfolding in plain sight. Yet many investors remain in denial. Moderate for more remains our mantra.