Q1 2022 Market Update
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A combination of macroeconomic and geopolitical concerns has led to heightened market volatility during the ...
READ MOREQ4 2021 Market Update
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Our research continues to show that we are invested in the highest quality franchises that ...
READ MOREQ3 2021 Market Update
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Business fundamentals of our investments remains exceptional. For the most recent earnings quarter (ending June ...
READ MOREQ2 2021 Market Update
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Fundamentally speaking, all of our Long investments reported strong earnings results and their respective management ...
READ MOREQ1 2021 Market Update
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Market participants are selling growing, high-quality, profitable businesses to chase inferior assets. It’s worth noting ...
READ MOREQ4 2020 Market Update
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Our research suggests that we are invested in the most profound structural growth themes and ...
READ MOREQ3 2020 Market Update
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Despite the incessant chaos throughout 2020, our strategy is unchanged and we stay focused on ...
READ MOREQ2 2020 Market Update
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While the second quarter results appear quiet on the surface, we observed significant underlying volatility ...
READ MOREQ1 2020 Market Update
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I hope this letter finds you and your loved ones safe and well. The COVID-19 ...
READ MOREQ4 2019 Market Update
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It is my pleasure to welcome you to the Jafar Liquid Strategies LP (“JLS”) first ...
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