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Starred letters are redacted. Please contact info@hcapital.llc to view full letters. Thank you.
Year-End Letter (Tax)*
Mid-Year Letter (GLS)*
Year-End Letter (GLS, Intrinsic Value)*
Year-End Letter (GLS, Diversification)*
Mid-Year Letter (US Equity Bubble)
Year-End Letter (Bond Bubble, China)
Mid-Year Letter (Fire and Finance)
Year-End Letter (Bond Bubble, Gold)
Mid-Year Letter
Mid-Year Letter (Bond Bubble, Cryptocurrencies)*
