Newsletter Q2 2011
We recommend staying committed to your long-term strategy and if appropriate gradually increasing your equity allocation. If the market pulls back further from these levels, we would accelerate the process in a disciplined manner…
Market & Economic Review May 2011
/in CommentaryWe discuss the major positives as well as the concerns facing investors. Overall, we are still constructive on the equity markets…
Newsletter Q1 2011
/in Commentary, NewsletterMarkets rarely make tops in times of negativity but in times of euphoria…
Newsletter Q4 2010
/in Commentary, NewsletterGlobal equities finished 2010 on a very strong note led by US stocks which generally outperformed international stocks for both the quarter and the year. US mid cap and small cap stocks outpaced large cap stocks for the quarter and year…
Newsletter Q3 2010
/in Commentary, NewsletterWe believe this is an opportunity to own stocks at levels that have not been seen since the early 1980’s and any market dip should be used as a buying opportunity…
Newsletter Q2 2010
/in Commentary, NewsletterIs this a repeat of 2008? We don’t think so! This is a time to increase equities…
Newsletter Q1 2010
/in Commentary, NewsletterInvestment Perspective – A Look Back at 2009…
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Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer
