Quarterlies

Did anyone see this coming?   From what we can tell, few investors expected such a broad and decisive show of strength…
In the middle of a bull market, investors often forget that risk exists. In the middle of an uncertain market, investors often…
By Venk Reddy Originally published in Q4 2018 letter That was some end to 2018! Have you caught your breath yet? We’ve…
By Venk Reddy Originally published in Q3 2018 letter   During the course of hundreds of conversations we have in any given…
By Venk Reddy Originally published in Q4 2017 letter   Wall Street has a long history of convincing investors that something complicated…
By Venk Reddy Originally published in Q3 2017 letter “The four most expensive words in the English language are ‘this time it’s…
By Venk Reddy Originally published in Q4 2017 letter   When we started the Zeo journey, we remember having to explain to…
By Venk Reddy Originally published in Q4 2017 letter   With another new year upon us, we humbly reflect on the opportunity…
Volatility can shed light on a variety of issues investors face in the ongoing effort to manage a portfolio. One of the…
ETFs have become a popular option for investors, especially for those who are looking to invest in bonds but have  concerns about…