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
Special Equity Fund | Q4 2022 Report
Jacqueline Ricci
A Challenging 2022…What’s Next… The past year was one of many challenges. At the outset of the year, the Fed seemed to be behind the curve on its inflation call, arguing that inflation was “transitionary”. Their tune changed quickly and by early March the Fed began raising the fed fund rate aggressively. In total Powell […]
Read MoreEconomics May Not Be An Exact Science But It’s Not An Illogical One
John Zechner
After, arguably, the most difficult year for financial markets since the Crisis in 2008, stocks and bonds seemed ready for at least a slight rebound on hopes that things would be better in 2023. Markets did not disappoint as stocks came out of the gate strongly, lead by many of the biggest losers from last […]
Read MorePreferred Share Commentary | December 2022
Jeff Herold
In December, the preferred share market was negatively impacted by volatility in equity markets. Common share markets started the month with a weak tone as investors focused on the upcoming Bank of Canada and U.S. Federal Reserve interest rate decisions on December 7th and December 14th respectively. Concern over continued monetary tightening by the central […]
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