Category: General

  • Posted November 3, 2020

    INVESTMENT FOCUS – August 2020

    PROMISING INVESTMENT OPPORTUNITIES GOING FORWARD- August 2020 Over the past few years, we have identified and invested in several secular trends.  This has always been an important part of our research process.  Investing in trends enhances the opportunity for positive longer-term investing We believe that the Covid 19 virus is accelerating several of these shifts,…

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  • Posted November 3, 2020

    2020 CLIENT LETTER

    July 2020 Excerpt Covid-19 is here in all its fury. Life as we knew it no longer exists and the economy and society struggle to adapt to a new way forward.  Because of this, we find it difficult to reconcile the size and speed of the stock market rebound at the beginning of June with…

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