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2019 Q4 INVESTMENT COMMENTARY

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This commentary covers the fourth quarter of 2019, as well as 2019 as a whole, and provides some more in-depth commentary on the markets and our views moving forward. Q4 2019 REVIEW Despite a great deal of pessimism and concern around…
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2019 Q3 INVESTMENT COMMENTARY

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Welcome to our latest investment commentary covering the third quarter of 2019. This update provides some more in-depth commentary on the markets and our views moving forward. After two strong quarters, the third has been marked by a lack…
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Investment Note 2015

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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…