Monthly reports
 

We spend a great deal of time analyzing the economy, markets, charts and companies so you don’t have to. However, we believe it’s important you have access to the information driving our decisions. The central way we accomplish this is through our monthly reports. Our commitment to you is to have the report in your hands within 5 business days of month end.

In addition to the reports, we have three other ways for you to remain informed:

  • via Twitter. Read third party articles aligned with our thinking. Follow us.
  • via the Market Monitor. Links to the articles we tweeted during the week.
  • by contacting our portfolio managers, Darrin and Grant, directly.
 

 

Current portfolio report

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