What to Expect: Quarterly Letters
#2 Quarterly Letters
At Pernas Research, we manage an internal portfolio that consists primarily of companies we recommend to our readers. The dollar amount of assets held in the account is material and represents a tangible alignment of interests with our subscribers. Our Quarterly Letters provide a comprehensive overview of our portfolio performance, along with insights and observations on the quarter. Additionally, these letters include informative highlights on our holdings. With a length ranging from 700 to 1000 words, the Quarterly Letters can be read in approximately 5 minutes.
Time of post: Two weeks after each quarter end.
Where to find: Performance -> Quarterly Letters & your email inbox.