Investment Insights

Web Seminar: 2018 Market Update-Themes, Opportunities and Risks

September 12th, 2018

2nd Quarter 2018 Report to Investors

July 31st, 2018

“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”  Warren Buffett, Chairman and Chief Executive Officer, Berkshire Hathaway

In our opinion, the second quarter was characterized by accelerating domestic economic growth while also reflecting angst over an aggressive trade posture taken by President Trump as well as a Federal Reserve Board intent on raising interest rates. Continue Reading

Download Investment Insight

1st Quarter 2018 Report to Investors

April 23rd, 2018

“Only for short-term investors and market timers is a correction not an opportunity.”

-Warren Buffett, Chairman, Berkshire Hathaway

The first quarter witnessed the return of somewhat higher than normal volatility as compared to recent years (and certainly compared to the abnormally low volatility of 2017).  Continue Reading

Download Investment Insight

4th Quarter 2017 Report to Investors

January 30th, 2018

“Uncertainty will always be part of the taking charge process.”

– Harold Geneen, American Businessman, Former President and Chief Executive of ITT Corporation

2017 was an excellent year for our clients. All of our traditional and defensive strategies made significant absolute gains.

Download Investment Insight

2018 – More Change to Come

January 16th, 2018

“Uncertainty will always be part of the taking charge process.”  – Harold Geneen, American Businessman, Former President and Chief Executive of ITT Corporation

How quickly 2017 came and went with many positive surprises for our clients (our numerous defensive and traditional equity strategies delivered estimated performance of more than 20% net for the year*).  But was our strategies achieving all-time year-end highs such a surprise?

 

Download Investment Insight