Category: News


January Update from The Vice Chair

A pleasant but not unexpected surprise!

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Performance Since Inception

Chart detailing performance since inception by quarterly benchmark comparison

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Snapshot December 31, 2022

Calm seas never made a sailor. While 2022 overall was not good, and the hoped-for Santa Claus rally didn’t materialize, our long-term numbers remain above average with our rank consistently in the top third of the Morningstar Balanced Fund 50%-70% equity universe.

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Snapshot November 30, 2022

Comparing end of October to end of November will be heartening, even in the face of more potential rate raises.

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Snapshot October 31, 2022

Snapshot October 31, 2022

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November Update from The Vice Chair

So far, 2022 has been one of the most volatile and perplexing stock markets that we have seen in some time.

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Snapshot September 30, 2022

While September was challenging, for the 3 year and 5-year periods we were in the 23rd and 29th percentiles respectively. And it’s oyster season!

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September Update from the Vice Chair

How do you tell how your investment is doing? Or how well it will do?

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August 31, 2022 Snapshot

After June and July’s rally, the August pullback was not unexpected.

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July 31, 2022 Snapshot

Despite the heat, July was somewhat of a reprieve from the first 2 quarters.

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