We use the occasion of our Client Letters to explain our perspective, outlook, and approach.
Quarterly Reports
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While our core approach is engineered for growth, we consider portfolio safeguards—and
the peace of mind they bring—equally important. We began investment operations just
before the housing bubble, credit crunch, and economic recession caused a historic stock
market crash (as chronicled in the chart below). During this challenging period, our clients
were spared from the worst of the panic because of the measures we take to control
downside risk. Part of our on-going research effort is to refine the way we protect our
client’s wealth while positioning it for long-term growth. Going forward, there is good reason
to believe our investments are poised for growth regardless of the overall environment.
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