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.

Frequency: Quarterly

Where to find: Performance -> Quarterly Letters & your email inbox.