- Michael Livian, CFA and Martin Fridson, CFA
"Landlord or Tenant"

Our new 2018-2019 Annual Letter, "Landlord or Tenant" is out!
Read our investment outlook for 2019 and beyond.
Our new 2018-2019 Annual Letter, "Landlord or Tenant" is out!
Read our investment outlook for 2019 and beyond.