Quarterly Letter

Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.

Buyers beware…

Except for the Canadian market, which is mainly driven by the surge in commodities prices, the 1st quarter of 2005 did not produce any gain

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A fairly quiet market

It has been a fairly quiet market, considering all the news that came out regarding the Middle East (Iraq and the bombings in Saudi Arabia),

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On Trend

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