Everybody's bearish
An expert from our 2019 Investor Letter II Click here to read the full letter Pessimism is in vogue. Everyone seems to be positioned...
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B. Chase Chandler
- Aug 5, 2019
Market crashes... is this the real deal?
The market seemed to fall apart Monday with the Dow down more than 900 points (more than 3%) at the low. This is what we are positioned...
B. Chase Chandler
- Jul 22, 2019
The art of selecting a good investment manager
First let's define what we mean by "investment manager." We do not mean someone who gives investment advice. Nor do we mean an asset...
B. Chase Chandler
- Jul 8, 2019
A question of "k": why discount rates are so important to valuation
It can be confusing, what happens on a day like Friday the 5th of July, 2019. The jobs report comes out better than expected and markets...
B. Chase Chandler
- Mar 22, 2019
Return Expectations & Drawdowns
Say you invest $100 at x date. What are the chances your market value will be higher or lower than $100 at x + n(months)? The answer may...
B. Chase Chandler
- Jan 31, 2019
Letters & Notes
General Introduction to CTG Factsheet Investor Letters 2020 Investor Letter III (Year-End) 2020 Investor Letter II (Summer) 2020 Investor...
B. Chase Chandler
- Jan 21, 2019
2018 Year-End Letter
When Tides Don’t Roll Headed into the NCAA Football Championship game on January 7th, the Alabama Crimson Tide were favored by more than...
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