Equity markets rose modestly in the third quarter of this year. Our benchmark* was up 2.1%, with our Total Equity Portfolio return lagging slightly at 1.8%**. The difference was largely…
Equity markets were relatively uneventful in the second quarter, compared to the dramatic gyrations of the preceding two quarters. There were no changes to our portfolios other than some rebalancing….
This month marks twenty years since I started my career in investment management. Upon completing my MBA in 1994 I spent a few years in corporate finance and merchant banking…
I’ve previously used the old parable of the Tortoise and the Hare as a metaphor for investing. The Hare is analogous to the kind of investor who is trying to…
From the perspective of an outside observer, our investment process can seem about as exciting as watching paint dry. We don’t hold a lot of positions, and we don’t do…
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