"As we wrap 2023 with our Focused portfolio's YTD returns at around 42%, our journey through the market's ups and downs has prepared us for what lies ahead. ...
It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...