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2024 Q4 Client Letter

2025-01-16T16:53:51-05:00

Dear Clients: As long-term investors, we don’t focus on and try not to get too hung-up on short-term performance, whether good or not so good.  Still, the great news is client equity portfolios produced strong absolute and relative-to-benchmarks performance throughout 2024.  As we’ll discuss, this was particularly satisfying given 1) the “average” [...]

2024 Q4 Client Letter2025-01-16T16:53:51-05:00

2024 Q3 Client Letter

2024-10-17T12:37:16-04:00

Dear Clients: While we don’t focus on short-term results, we’re pleased to report the strong absolute and relative-to-benchmarks performance for client equity portfolios this year (and last) continued through the quarter ending September 30, 2024.  While nearly 100% of the gain in the S&P 500 Index in the first half of 2024 [...]

2024 Q3 Client Letter2024-10-17T12:37:16-04:00
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