Newsletters
Every quarter, you can find here a newsletter on each of our strategies.
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July 24, 2023
Quarterly Review Q2 2023
In the face of ongoing macroeconomic uncertainty and a potential downturn from even tighter monetary policies, investing in high-quality small-cap stocks has shown consistent outperformance. Despite market volatility, this portfolio strategy should prove to be rewarding over the long term.
April 24, 2023
Quarterly Review Q1 2023
Although financial markets were largely influenced by inflation data and central bank rate decisions, the current environment presents opportunities for long-term small-cap stock investors to capitalize on the attractive valuations of high-quality companies poised for growth.
January 23, 2023
Quarterly Review Q4 2022
As bad as the year was for equities, investors saw solid, positive returns delivered by large and small-cap stocks in the fourth quarter, providing them with much needed relief and the hope that the worst was behind them and 2023 could bring more positive headlines for financial markets.
November 8, 2022
Quarterly Review Q3 2022
Although small caps saw much milder declines in the third quarter, this period ended under very challenging market conditions after central banks made it clear that their priority is fighting inflation and raising rates.
October 19, 2022
Quarterly Review Q2 2022