Thursday, January 30, 2014

East Coast Asset Management's Q4 Letter

In our fourth quarter letter you will find our portfolio update and general market observations. Each quarter we highlight one component of our investment process. This quarter, in the section titled Navigating Beyond the Pillars, I will discuss some lessons we have borrowed from navigation and how we apply them to our process and the current investment environment. I will also continue the discussion from last quarter’s letter on the investment checklist we employ.