Investment Research: A Fund Manager Update

Since President Trump won the US election, there has been a lot of second guessing as to how his Presidency will play out. Much of his rhetoric has been about “making America great again” via a protectionist agenda which includes withdrawing…

Investment Note 2015

A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment on what we see going forward from here. We would normally send this note out in mid-January but we felt it should be delayed until we knew the outcome…

Market Update - May 2014

We highlighted the volatile start to 2014 in our last market update in February and since then the volatility has continued. The growth stocks that did so well over 2013 suffered a very sharp and swift correction during March and April of this…