mark yusko q2 letter
TRANSCRIPT
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Crou`m tdi Woram wltd \usjo]di Cbi-sc` Caso Rlsis; ]di Fo`tl`ul`g Fcsi eor Kcpc`
Ku`i 283=
Vourfi(s); CKW.Cscdl.fon, Xl`tirist.fon
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2
Worms oe Wlsmon
SSI ls c` opi`-i`mim progrcn so tdiri's `o pri-sit mcti o`
dow ao`g lt wlaa acst. Wi wo`'t i`m SSI l` 2839 bieori 2%
l`eactlo` ls cfdlivim or bieori sufd prlfi growtd ls cfdlivim l`
c sustcl`im nc``ir.
Dljcrl Juromc - BOK
L bialivi c rivliw oe GXLE's cssit caaofctlo` nust tcji pacfi cssoo` cs posslbai.
@orldlsc ]cnurc - Dicatd Nl`lstir
28% wouam `ot `ifisscrlay bi too dlgd c durmai eor tdi GXLE'swilgdtl`g oe Kcpc`isi stofjs.
\csudlro \o`izcwc GXLE Fdclrnc`
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]di Cbi-sc` Caso Rlsis
Wdy Kcpc` ls Cbout to Ru` Wltd tdi Buaas
@oti(s); Xaicsi `oti tdi eoaaowl`g nctirlca rieaifts tdi opl`lo`s oe Norgc` Friij ct tdi tlni lt wcs wrltti` c`m ls subkift to fdc`gi.
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=
Kcpc` ]rleiftc; Xoaltlfca Vtcblalty, Rieorn & Noni`tun
Vourfi(s); B@\Niaao`, Norgc` Friij.
Fonnltni`t to Growtd Xac` + Cbla lty to ]dl`j Ao`g-]irn > ]rui Rieorn c`m Fctcayst eor Rica Fdc`gi
No`itcry Vtlnuaus + Elsfca Rieorn > \i` Cmkustni`t, Xroelts Boon c`m Ritur` oe Growtd c`m L`eactlo`
Wdy @ow?
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Cbi`onlfs Rivliw
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XN Cbi Dcs c Ao`g-]irn Xac` to Ristori Kcpc` to Gaory
Vourfi(s); B@\Niaao`, Norgc` Friij.
L` Xrogriss
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Cbi`onlfs Riport Fcrm Cetir \icr O`i ls Sulti Vtro`g
Vourfi(s); B@\Niaao`, Kcpc` Ixtir`ca ]rcmi Orgc`lzctlo`.
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Cbi`onlfs >0 Growtd >0 Xroelts >0 Dlgdir Iqulty Xrlfis
Vourfi(s); Kcpc` Ixtir`ca ]rcmi Orgc`lzctlo`, Norgc` Friij.
S3283=
Xaus5.7%
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0 L`fricsl`g GMX
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3