2017 ANNUAL LETTER
2017 Left Us Shaking Our Heads
R Squared Capital Management celebrated its four year anniversary in May, 2017. As many of you know, our process is based on an international equity strategy that we created back in 1995 while working together at Julius Baer Investment Management. The team at R Squared utilizes both fundamental and macroeconomic analysis in our quest to correctly identify structural tailwinds and headwinds. Over the course of 20+ years, this approach has served us and our investors well.