Our primary means of communication is through this site. In addition we email monthly reports which detail just our investment results and attribution for these results. We have attempted to design the site to enable investors to stay in touch with our positioning and thinking as it evolves and remove the standard quarterly and annual reporting cycle investment managers typically offer. Our objective is to offer something that we perceive will be more valuable for investors by contributing at least a minimal amount of time each day to either a comment on what we are seeing, doing and thinking or working towards a more detailed essay outlining our endeavors.