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June 2020
We encourage shareholders to maintain a long-term investment horizon and to remain focused on long term goals. As always, but especially in these trying times, we are here to support our shareholders, and we thank you for your continued investment and trust.
March 2020
Chief Investment Officer Neil Hennessy emphasizes maintaining long-term investing goals amid the current uncertainty and market as we remain focused on managing our high-conviction portfolios for the benefit of our shareholders.
December 2019
Chief Investment Officer Neil Hennessy reviews current market fundamentals and shares his outlook for the coming year. He provides observations and insights on why he believes this extended bull market still has plenty of room to run.
July 2019
Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.
December 2018
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
December 2017
Chief Investment Officer Neil Hennessy reviews current market fundamentals and shares his outlook for the coming year. He provides observations and insights on why he believes this nine-year bull market still has plenty of room to run.
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