I hope everyone is managing well through the Covid situation. I’m sure most of you have moments feeling a little bored because you’re not able to enjoy many of the…

I’ve been of the opinion for some time now that equity markets are overvalued and attractive opportunities are scarce. For the last couple of years, markets have fit a common…

I hope you are all coping well with the current health situation. It’s not an easy time, with people enduring stresses and concerns regarding their safety and their livelihoods. People…

Keeping A Hand On A Solid Chair At a recent social function I participated in a game of musical chairs for the first time in many years. Everyone has a…

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….