Lucas Guerin
Reports
About
Investment Reports
Portfolio updates, research notes, and investment commentary.
2026
March 2026 Portfolio Update
+0.71%
Apr 1
February 2026 Portfolio Update
-1.56%
Mar 1
January 2026 Portfolio Update
+0.24%
Feb 1
December 2025 Portfolio Update
+2.74%
Jan 1
2025
November 2025 Portfolio Update
+2.11%
Dec 1
October 2025 Portfolio Update
+2.43%
Nov 1