PinnedSimon HarradenceinLook Down, Not UpPatienceexcerpt from Lugarno Fund Letter (December 2021)Jan 17, 2023Jan 17, 2023
Simon HarradenceinLook Down, Not UpFocusexcerpt from Lugarno Fund (March 2022)Feb 12, 2023Feb 12, 2023
Simon HarradenceinLook Down, Not UpPrice mattersexcerpt from Lugarno Fund Letter (September 2021)Nov 21, 2022Nov 21, 2022
Simon HarradenceinLook Down, Not UpBias to recent eventsexcerpt from Lugarno Fund Letter (June 2021)Oct 31, 2022Oct 31, 2022
Simon HarradenceinLook Down, Not UpPlaying defenceexcerpt from Lugarno Fund Letter (March 2021)Sep 1, 2022Sep 1, 2022
Simon HarradenceinLook Down, Not UpPrinciplesexcerpt from Lugarno Fund Letter (December 2020)Jul 20, 2022Jul 20, 2022