Rubicon is looking forward to a stronger 2010 economy. As long-term investors, we look for the silver lining in a down market: the potential for better-than average returns in the future. If investors around the globe do act based on irrational fear, bringing markets lower in the shorter term as they demand a greater premium for taking on risk, we will welcome the opportunities it creates for longer-term investors like us.
Rubicon Newsletter - First Quarter 2010
Rubicon Newsletter - Fourth Quarter 2009
Rubicon Newsletter - Third Quarter 2009
