Our most recent abridged* semi-annual newsletter

Summer 2024

Newsletter #23

A Change in Leadership overlayed on runners passing a baton

Our archived abridged* semi-annual newsletters

Winter 2024

Newsletter #22

Investing with a Net overlayed on a person walking along a tightrope

Summer 2022

Newsletter #19

For Every Action... overlayed on a newton's cradle, one ball coloured red

Winter 2021

Newsletter #16

WEIGHING SCALE ON BALANCE

Summer 2019

Newsletter #13

A road shows Diverging paths

Winter 2018

Newsletter #10

Pushing the limits

Summer 2016 

Newsletter #7

Two uncertain votes

Winter 2015

Newsletter #4

A barrel showing oil flowing out

Summer 2013

Newsletter #1

Illustration of a classic manual gear shifter with a metallic knob and gated shift pattern, mounted on a metallic base with numbered gear positions.

Summer 2023

Newsletter #21

Rates Changing Gears? overlayed on a chrome piggy bank gearshift

Winter 2022

Newsletter #18

Soft Landing of an airplane

Summer 2020

Newsletter #15

An Economy Gone Viral

Winter 2019

Newsletter # 12

Overtime for the business cycle

Summer/Fall 2017

Newsletter #9

USA Flag showing One Border, Two Stories

Winter 2016

Newsletter #6

China, oil and the herd of cows

Summer 2014

Newsletter #3

A car rear view mirror showing hands

Winter 2023

Newsletter #20

Turn the Page overlayed over a stack on books, the top book open

Summer 2021

Newsletter #17

A Satellite Achieving Lift off

Winter 2020

Newsletter #14

A staircase shows Even Higher

Summer 2018

Newsletter #11

Clearing the hurdles

Winter 2017

Newsletter #8

A building showing potus precarious potential

Summer 2015

Newsletter #5

Memory lane a familiar feeling

Winter 2014

Newsletter #2

A sailboat's mast and sails, including a large blue and white spinnaker, billowing against a clear blue sky

*For the complete version of our semi-annual newsletters, which includes our Model Portfolio holdings and performance reporting, please contact us directly.