2014, the year of surprises… This past year proved to be full of surprises.  A year ago, the consensus market themes for 2014 were that

Last quarter we expressed caution about the market.  A long-run up in stock prices will do that to any diligent portfolio manager.  The quarter was

Summary When one manages money professionally, what we are really hired to do is find and take advantage of investment opportunities. For existing clients, we

Up Side Down! It was a rocky road to a positive 1st Quarter performance for stock investors, with only a select few sectors carrying the

What a year! This year was one for the record books. Most pundits could not have imagined much less predicted the market events that unfolded