by Charles Gueriteau | Apr 3, 2024 | Insights
Quarterly investors letter – Q1 2024 Market review The strong momentum from the last two months of 2023 carried into 2024. The S&P 500 rose 10.2% in Q1, the best start to the year since 2019 and the 14th-best since 1926. Gains were broad-based, with... 
by Charles Gueriteau | Jan 22, 2024 | Insights
Quarterly investors letter – Q4 2023 Market review The narrative for much of 2023 was that a handful of mega-cap tech stocks were masking underlying weakness. For parts of the year, it was an accurate description. By early November, the median... 
by Charles Gueriteau | Oct 11, 2023 | Insights
Quarterly investors letter – Q3 2023 What an unusual combination! After a torrid start to the year, equities pulled back in the third quarter. Not only did the S&P 500 Index post its first negative quarter since Q3 2022, all nine Russell style boxes,... 
by Charles Gueriteau | Jul 5, 2023 | Insights
Quarterly investors letter – Q2 2023 Proving doubters wrong One of Wall Street’s adages – the market does what it needs to do to prove the majority wrong – came true in the first half. Coming into the year, the NDR Crowd Sentiment Poll was in the midst of...
