At the Midpoint of 2020

At the Midpoint of 2020

July 17, 2020 Dear Kimball Creek Partners and Friends: We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue...
Disruptive Embrace

Disruptive Embrace

There is so much talk about disruption these days and typically it has to do with innovation. A new company or product hits the market and displaces existing market leaders — and even eliminates entire industries over time. The 12 original components selected by...
May 2020 Client Letter

May 2020 Client Letter

Dear Kimball Creek Partners and Friends: Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into what we might call the Great...