The global death toll from Coronavirus is now over 2,800, with more than 83,000 cases reported. The virus has spread to every continent except Antarctica. US CDC announced cases with no known ties to an existing outbreak. The S&P 500 just recorded its quickest ever 10% correction. Every risk asset, including our portfolio is in significant drawdown.
Notes & Letters
A collection of our thoughts, views, and excerpts from our investor letters.