Contact Us
Contact Us

Letters and Commentaries

While the headlines have changed a lot since 1998, our long-held investment philosophy remains steady: focus on quality, think long term, and stay disciplined. Each quarter, we share our perspective not to predict the future, but to reaffirm the principles and decisions that guide our portfolios forward.

Latest Letter

Q3 2018

Stocks, Bonds, and Interest Rates

Read the Letter
  1. Stocks, Bonds, and Interest Rates

    Q3 2018

  2. Managing Dividend Portfolios – More Art than Science

    Commentary

  3. Take Me Out to the Ballgame

    Q2 2018

  4. The Return of Volatility

    Q1 2018

  5. Flashing Green

    Q4 2017 

  6. Secret Sauce

    Q3 2017

  7. The Value of Growth

    Q2 2017

  8. Glass Half Full

    Q1 2017

  9. Three Cheers for Dividends

    Commentary

  10. The Power of Dividend Growth

    Commentary

  11. The Case for Dividend Investing

    Commentary

  12. Back to Basics

    Commentary

No articles were found.

Connect with our team

We work with a select group of clients who value long-term thinking and trusted partnerships. We’d welcome an opportunity to determine if there is a mutual fit.

Contact Us