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.
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Latest Commentary
Rising Bond Yields Shake Stock Market Confidence
John Zechner
Maybe stock market investors are so conditioned to gains over the past year that it seems funny to even be mentioning potential pitfalls after a month when global stock averages rose another 2.5%. But there clearly was a ‘wake-up call’ in the last two weeks of February when ten-year bond yields in the U.S. surged […]
Read MoreSpecial Equity Commentary ~ December 2020
Jacqueline Ricci
The fourth quarter capped off a very good year in the markets. A year most of us would not have been able predict in mid March 2020. Returns for global equites were strong in most countries. Of note the Canadian Small Cap Index outperformed the SPTSX Index; most likely following the lead of the Emerging […]
Read MoreMind Your Enthusiasm!
John Zechner
While investing in stocks or any other asset class in never easy, even at the best of times, we see the environment of the past year as being even more complicated and potentially volatile than any we have seen in at least the past decade. The worst global health pandemic in over 100 years, the […]
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