PinnedSimon HarradenceinLook Down, Not UpPatienceexcerpt from Lugarno Fund Letter (December 2021)5 min read·Jan 17, 2023----
Simon HarradenceAvoiding hubrisexcerpt from Lugarno Fund Letter (June 2022)5 min read·Mar 26, 2023----
Simon HarradenceinLook Down, Not UpFocusexcerpt from Lugarno Fund (March 2022)4 min read·Feb 12, 2023----
Simon HarradenceinLook Down, Not UpPrice mattersexcerpt from Lugarno Fund Letter (September 2021)4 min read·Nov 21, 2022----
Simon HarradenceinLook Down, Not UpBias to recent eventsexcerpt from Lugarno Fund Letter (June 2021)4 min read·Oct 31, 2022----
Simon HarradenceinLook Down, Not UpPlaying defenceexcerpt from Lugarno Fund Letter (March 2021)3 min read·Sep 1, 2022----
Simon HarradenceinLook Down, Not UpPrinciplesexcerpt from Lugarno Fund Letter (December 2020)2 min read·Jul 20, 2022----