52 results
Fall 2019
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…
Summer 2019
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….
Spring 2019
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…
Winter 2019
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…
Fall 2018
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…
Summer 2018
By logical measures, stock markets remain richly valued overall. Our cash position remains high in our equity portfolios. As I’ve said in the past, we are prepared to take advantage…
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