Every quarter, the principals of SIMI write a letter to each client discussing current events in the financial markets and describing how those events have affected each client's portfolio. Actual letters sent to clients are expanded to include discussions of portfolio performance and other client-specific matters. Please feel free to browse through the archives of our recent letters:

2007

• Fourth Quarter
• Third Quarter
• Second Quarter
• First Quarter

2006

• Fourth Quarter
• Third Quarter
• Second Quarter
• First Quarter

2005

• Fourth Quarter
• Third Quarter

 

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