Investment Insights

1st Quarter 2021 Letter to Investors

April 27th, 2021

The first quarter’s stock market performance reflected optimism for recovery from the pandemic which in turn suggests hope for economic recovery. Read on

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First Long Island Investors 2021 Market Outlook: Where Do We Go From Here?

February 24th, 2021

4th Quarter Letter to Investors

February 17th, 2021
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2021 Investment Outlook

January 19th, 2021

2020 was a year to never forget. It started with great optimism based on record low unemployment, low interest rates, rising personal incomes, an accommodative Fed, and a rising stock market. However, early on, commencing in March, we and the entire world were confronted with a global pandemic emanating from a region in China that has foisted on us sickness and is approaching a death toll not seen for the last hundred years (other than HIV/AIDS), as well as the economic impacts of such.

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3rd Quarter 2020 Letter to Investors

October 27th, 2020

We as investors face a complex investment environment as we seek to preserve and grow our capital. We maintained our commitment to long-term investing and it proved especially prescient as for nearly all of our strategies we have not only recovered all of our capital, but have created some meaningful gains for the year after navigating a shutdown of our economy with domestic GDP falling a stunning 31% in the second quarter.

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