PinnedInLook Down, Not UpbySimon Harradence·Jan 17, 2023Patienceexcerpt from Lugarno Fund Letter (December 2021)
InLook Down, Not UpbySimon Harradence·Nov 21, 2022Price mattersexcerpt from Lugarno Fund Letter (September 2021)
InLook Down, Not UpbySimon Harradence·Oct 31, 2022Bias to recent eventsexcerpt from Lugarno Fund Letter (June 2021)
InLook Down, Not UpbySimon Harradence·Sep 1, 2022Playing defenceexcerpt from Lugarno Fund Letter (March 2021)
InLook Down, Not UpbySimon Harradence·Jul 20, 2022Principlesexcerpt from Lugarno Fund Letter (December 2020)
