Investment Management
Macro Value Monitor
Memos, Articles, & Letters
A selection of recent memos, articles, and letters to clients are linked below.
Recent Memos
2025 Q1: The Standard 60/40 Portfolio Yield
October 2023 Memo: Cap-Weighted Equity Indexes are About to Have a Moment
Recent Articles
2024 Q4: The Time Has Finally Come
2024 Q3: In Lieu of the Bountiful Triple Dip
2024 Q2: On Braking Distances and a Record Price for Pet Rocks
2024 Q1: The Salient Views in the Rearview Mirror
Recent Letters
To request a consultation and receive our most recent letter to clients, visit Investment Management.
Memos, Articles, & Letters
A selection of recent memos, articles, and letters to clients are linked below.
Recent Memos
2025 Q1: The Standard 60/40 Portfolio Yield
October 2023 Memo: Cap-Weighted Equity Indexes are About to Have a Moment
Recent Articles
2024 Q4: The Time Has Finally Come
2024 Q3: In Lieu of the Bountiful Triple Dip
2024 Q2: On Braking Distances and a Record Price for Pet Rocks
2024 Q1: The Salient Views in the Rearview Mirror
Recent Letters
To request a consultation and receive our most recent letter to clients, visit Investment Management.
Investment Management
Before investing, we will discuss your goals and risk tolerances with you to see if a separately managed account at Sitka Pacific would be a good fit. To contact us for a free consultation, visit Getting Started.
Macro Value Monitor
To read a selection of recent client letters and be alerted when new letters are posted to our public site, visit Recent Client Letters.
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