Fund Letters

First Pacific Advisors, LP

FPA Crescent Fund 3Q26 Commentary

Oct 9, 2026 3Q26

Open letter

ESSEX INVESTMENT MANAGEMENT CO LLC

Q3 2026 GEOS Outlook and Review

Oct 8, 2026 Third Quarter ended September 30, 2026

Open letter

Aurdan Capital Management, LLC

Q3 2026 | Investment Review

Oct 7, 2026 Q3 2026 | Investment Review

Open letter

Stordahl Capital Management, Inc.

The Week in Review: October 5, 2026

Oct 5, 2026 Week in Review

Open letter

MIDDLETON & CO INC/MA

Investment Update

Oct 1, 2026 2026 Third Quarter

Open letter

Regent Peak Wealth Advisors LLC

Regent Peak Pulse: Craig's Call to Action, Inflation and Interest Rates

Sep 29, 2026

Open letter

Stordahl Capital Management, Inc.

The Week in Review: September 28, 2026

Sep 28, 2026

Open letter

Stordahl Capital Management, Inc.

The Week in Review: September 21, 2026

Sep 21, 2026

Open letter

PDS Planning, Inc

September 2026 Market Commentary

Sep 15, 2026 September 2026

Open letter

Stordahl Capital Management, Inc.

The Week in Review: September 14, 2026

Sep 14, 2026

Open letter

Allodium Investment Consultants, LLC

STEWARD

Sep 1, 2026 SEPTEMBER 2026

Open letter

Stordahl Capital Management, Inc.

The Week in Review: August 31, 2026

Aug 31, 2026

Open letter

NZS Capital, LLC

Q2 2026 Letter

Aug 11, 2026 Q2 2026

Open letter

Oliver Luxxe Assets LLC

Second Quarter 2026 Quarterly Market Recap

Jul 30, 2026 Second Quarter 2026

Open letter

Regent Peak Wealth Advisors LLC

Regent Peak Pulse: Craig's Call to Action, The Resiliance of the US Economy

Jul 30, 2026 July

Open letter

Oliver Luxxe Assets LLC

Second Quarter 2026 Quarterly Market Recap

Jul 30, 2026 Second Quarter 2026

Open letter

Urban Financial Advisory Corp

Fourth Quarter, 2025 Economic and Market Commentary

Jul 22, 2026 Fourth Quarter, 2025

Open letter

Urban Financial Advisory Corp

First Quarter, 2026 Economic and Market Commentary

Jul 22, 2026 First Quarter, 2026

Open letter

Urban Financial Advisory Corp

Economic and Market Commentary

Jul 22, 2026 First Quarter, 2026

Open letter

Urban Financial Advisory Corp

Second Quarter, 2026 Economic and Market Commentary

Jul 22, 2026 Second Quarter, 2026

Open letter

Urban Financial Advisory Corp

Economic and Market Commentary

Jul 22, 2026 Second Quarter, 2026

Open letter

Urban Financial Advisory Corp

Economic and Market Commentary

Jul 22, 2026 Second Quarter, 2026

Open letter

New England Professional Planning Group Inc.

Quarter 2 2026 Market Overview and Outlook

Jul 17, 2026 Quarter 2 2026

Open letter

Cornerstone Capital, Inc.

Investor letter, July 2026

Jul 17, 2026 July 2026 | Strength Behind The Headlines

Open letter

Cornerstone Capital, Inc.

July 2026 | Strength Behind The Headlines

Jul 17, 2026 July 2026

Open letter

WINDWARD CAPITAL MANAGEMENT CO /CA

2026 Second Quarter Review

Jul 15, 2026 2026 Second Quarter Review

Open letter

Compton Wealth Advisory Group, LLC

SpaceX IPO and the Impact on Indices

Jul 14, 2026 first half of 2026

Open letter

TAGStone Capital, Inc.

TAGStone Quarterly Insights – Q2 2026

Jul 7, 2026 Q2 2026

Open letter

ADKINS SEALE CAPITAL MANAGEMENT LLC

Investor letter, July 2026

Jul 6, 2026 For the three months ending June 30, 2026

SPCX

Open letter

Greenhaven Road Capital

Investor letter, July 2026

Jul 1, 2026 The fund returned approximately 11% (net) in the second quarter

CODI LQDA

Open letter