As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to […]
Investment Strategies Update – Q2 2025 Read More »
As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to
Investment Strategies Update – Q1 2025 Read More »
Following the November U.S. elections, there was a general sense of investor bullishness based on what I considered a “default” belief that Republicans are good for the economy and risk assets. My concern was that even with a Republican sweep of the November elections, there was still a ton of uncertainty around inflation, tariffs, taxes,
Political Uncertainty and Weaker Economic Data Impacting Financial Markets Read More »
As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to
Investment Strategies Update – Q4 2024 Read More »
As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to
Investment Strategies Update – Q2 2024 Read More »
Let’s take a Q1 review of the strategies I manage for clients.
Investment Strategies Update – Q1 2024 Read More »
