"Value investing is the willingness to stray from the herd."

Mark A. Meulenberg, CIO

Our Investor Letters and Interviews provide a view into how we think about investing, the portfolio and individual holdings.

Investor Letters

Q2 2021 MASONRY ALL CAP SELECT COMMENTARY
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Q1 2021 MASONRY ALL CAP SELECT COMMENTARY
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Q4 2020 MASONRY ALL CAP SELECT COMMENTARY
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Q3 2020 MASONRY ALL CAP SELECT COMMENTARY
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Q2 2020 MASONRY ALL CAP SELECT COMMENTARY
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Q1 2020 MASONRY ALL CAP SELECT COMMENTARY
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Q4 2019 Masonry All Cap Select Commentary
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Q3 2019 Masonry All Cap Select Commentary
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Q2 2019 Masonry All Cap Select Commentary
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2018 Year-End Investment Review
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2017 Year-end Investment Review
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2016 Year-end Investment Review
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2015 Year-end Investment Review
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2014 Year-end Investment Review
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2013 Year-end Investment Review
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Interviews

Beyond Proxy Interview – 7.29.15
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Value Investor Insight Interview 9.16
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