By Scott Ronalds

From our Quarterly Report:

We’re celebrating our fifth birthday this week, so this letter is going to be more about us than usual. Indeed, during the rest of this month, our plans are to share five stories, post a few ‘five’ lists and drink too much 5-year old wine at our team celebration.

Our achievements, however, don’t obscure the fact that we have lots more to do. Our Global Fund needs to perform better, we can do more to improve our client reporting and we want our ‘landscaping’ to be more bountiful. As the team sits down for our annual strategy session tomorrow, we’ll be fleshing out and prioritizing our ‘To Do’ list. The theme of the meeting is building on our strengths, not trying to replicate someone else’s...

Read Tom's full brief and the rest of our report here.