Inside the Portfolio

William Harrison's quarterly equity research letter. Concentrated value investing analysis, portfolio strategy, and long-term capital allocation insights — written for investors who think in years, not quarters.

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Equity Analysis

Concentrated value-investing research from our CIO — free, every quarter.

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About the Research Letter

William Harrison, Sirmium Capital's Chief Investment Officer and Portfolio Manager, writes every issue of Inside the Portfolio. It reflects his personal investment research and the thinking that drives Sirmium Capital's portfolio decisions.

Inside the Portfolio is published quarterly — four times per year. You will receive one issue per quarter, timed to coincide with William's portfolio review process.

No. Inside the Portfolio is an informational research letter for educational purposes only. It does not constitute investment advice, a solicitation, or an offer to buy or sell any security. Your individual circumstances require personalized advice. Please consult a qualified financial adviser.

Yes. The newsletter is free for all subscribers. Sirmium Capital provides it as a service to our clients and to the communities we serve. There is no charge, and you can unsubscribe at any time.