High Performance Institutional Money Management
Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.
Learn More
Latest Commentary
Third Quarter Letter | September 2024
Jacqueline Ricci
And so, the third quarter is in the books! In general, and in hindsight, the quarter was good. It was, however, not without its hiccups. The first few weeks of August and September tested the resiliency of the strategy, but we held the conviction and were rewarded in the end. For the quarter. The portfolio […]
Read MorePreferred Share Commentary | September 2024
Jeff Herold
In September, the preferred share market finished with a positive return despite trading sideways for most of the month. Both bond and common equity markets had strong months due to the prospect of declining interest rates. Numerous central banks around the world lowered interest rates, including a 50 basis point cut by the U.S. Federal […]
Read MoreBond Commentary | September 2024
Jeff Herold
The bond market enjoyed its fifth consecutive monthly gain in September as numerous central banks around the world lowered interest rates in efforts to stimulate their respective economies. Of particular note, the U.S. Federal Reserve began reducing rates as U.S. inflation continued to decelerate. The prospect of easier monetary policy in the coming months prompted […]
Read More