We have been sending monthly commentary since inception of TriVista Capital. I personally have been sending such commentary since 2014. It started as a simple monthly report of the portfolio and performance but has since grown to include random musings, the latter of which some people have commented to be helpful to understand us better or simply just a leisurely read. We have decided to publish these musings through our website.

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The list below are partial extracts from the monthly commentary. They have been edited from the original distribution. We hope you find them insightful.

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Masaki Gotoh

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