October 2019 Letter to Investors

Concern about access to capital [could] lead investors to move out of growth companies that need a steady flow of investment.

Trade Wars

Economies are not simple things. A national economy is the sum total of all the economic activity – buying, selling, creating, repairing,...

July 2019 Letter to Investors

Dear Partners, I’m very pleased to be writing to you. This is the first letter to the partners of Simaan Investment Management. I do not...