Each quarter our internal research team provides an update on the global markets and how our portfolios are positioned to navigate through the current environment.
Q4 2020 Commentary
2020 has taught us the importance of Patience & Perseverance, both on a personal level and from a research perspective. Our research team discusses how these two qualities are intertwined in our investment philosophy and process in our last Outlook Commentary of the year.
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Past Outlook Commentary
* Please excuse the quality of angles of the camera – we did our best to film in our respective homes.
In our Outlook Video Commentary, our research team discusses adjustments made to our portfolios in response to the ever changing risk-reward dynamic of each individual stock.