Insights

Dear Clients, We are writing to address investor concerns that have contributed to the recent sell-off in equity markets and a near-term decline in portfolio values. As many are already aware, President Donald Trump has announced sweeping tariffs impacting...

Dear Clients, We are writing to share with you our annual Portfolio Update. 2024 was another year of strong investment performance, contributing to our industry-leading track record that now spans over 20 years. We are gratified by our achievements and...

Dear Clients, With the start of the new year, we are writing to provide you with an update on your portfolios. To summarize, 2023 ended on a strong note and we remain optimistic for 2024. Strategic Overview In previous notes, we discussed factors in recent...

Dear Clients, We are writing to provide you with a Portfolio Update, following the strong rebound in the performance of your portfolios in the first half of 2023 and into this month. In past updates, we discussed key outcomes of the global pandemic which...

Dear Clients, As the new year begins, we would like to provide you with a comprehensive update on your portfolios. It is important for us to discuss factors that have contributed to both strong investment performance in past years and the setback we experienced...

Dear Clients, We are writing to provide you with a Portfolio Update, having just concluded the first half of 2022. Without a doubt, the past six months have been among the most challenging for markets and also for our portfolios. There is a combination...

Dear Clients, As the new year begins, we would like to wish all of you a very Happy New Year! As we consider our outlook and portfolio positioning for 2022, we would like to share some perspectives with you. The Global Economy There are a few unifying...

Dear Clients, I am writing to provide you with a portfolio update to shed more light on our investment strategy through the course of the pandemic-induced market selloff and our current thoughts, given the strong rebound in market indices and your equity...

Dear Clients, I am writing to provide you with another portfolio update in light of the ongoing COVID-19 pandemic and the sizeable impact it has had on global economic activity and capital markets. Although this is not the first pandemic the world has...