News
Quarterly Client Letter – Q2 2025
After driving attractive stock returns for five of the past six years, the stock prices of some of the world’s largest companies underperformed last quarter. In this letter we will focus on the extent to which recent announcements are impacting our longer-term views on investing.
Quarterly Client Letter – Q3 2024
It’s hard to believe that we are entering the final stretch of 2024. Kids are back in school, and leaves are starting to turn. After a bit of volatility to start the quarter, 3Q wound up being an early holiday gift for investors.
Quarterly Client Letter – Q2 2024
The second quarter of 2024 marked the third quarter in a row – and six of the last seven – of positive returns for investors. As long-term investors, we believe that maximizing time in the market is essential to helping individuals successfully achieve their financial goals. To that end, we must be comfortable with the volatility of performance – particularly in challenging markets.
Quarterly Client Letter – Q1 2024
Last year’s holiday season cheer continued into the first quarter of 2024 for investors, as global stocks surged 8% to close out the quarter at a new all-time high.