Newsroom

Q2 2025 Portfolio Commentary

The second quarter of 2025 proved to be one of the more volatile in recent memory, marked by swift sell-offs, strong recoveries, and geopolitical shocks. ...
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Q1 2025 Portfolio Commentary

As we step into 2025, the global investment landscape has presented new challenges. A developing trade war within North America and abroad, the ongoing conflict ...
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Q4 2024 Portfolio Commentary

As we close out an eventful 2024, we’re excited to share how the year’s developments have shaped our strategies and portfolios. This year presented both ...
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Q3 2024 Portfolio Commentary

As we approach the end of the year, we want to share some key updates on decisions we made during the third quarter and how ...
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Q2 2024 Portfolio Commentary

As we reflect on the second quarter of 2024, we’re pleased to report a series of strategic moves and responses that have strengthened our portfolio ...
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Q1 2024 Portfolio Commentary

We trust this letter finds you in good spirits as we delve into the promising opportunities that the new year has brought forth. Reflecting on ...
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