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 MashruwalaOct 15, 20231 minThe Mash Quarterly | 3Q23An economic season transition is unfolding in plain sight. Yet many investors are likely in denial. Moderate for more remains our mantra.
Kunal MashruwalaJul 16, 20231 minThe Mash Quarterly | 2Q23Invert, always invert. Pricing, not timing matters. And 'moderate for more' continues to remain the mantra for the foreseeable near term.
Kunal MashruwalaApr 16, 20231 minThe Mash Quarterly | 1Q23Balance is vital, now more so than ever. Moderate for more is the mantra for the foreseeable near term.