The Power of Economic Sentiment “Have we all just become economic snowflakes?”1 This question emerged from a recent study analyzing the text of 200 ...
For 2024: Focus Less on the Headlines . It has been 45 years since BusinessWeek declared the “Death of Equities,” warning that rampant inflation was ...
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 ...
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 ...
We hope this letter finds you in good health. It’s remarkable how swiftly summer has passed, and we’re optimistic that the pleasant weather will linger ...
Q4 2024 Portfolio Commentary