Author Archives: Retz Reeves

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About Retz Reeves

Portfolio Manager of the Frigate and Treasure Harbor Folios.

IIM International Portfolios: Investor Letter For Q3 ’20

I’m over it. I’m tired of viruses, Brexit and elections; I’m tired of wearing masks, social distancing and missing my friends and family. I keep hearing “these are short-term problems; focus on the long run.”  When’s the “long run” coming? … read more…

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IIM International Portfolios: First Half of 2020

Sturm und Drang Our hearts go out to those whose loved ones are being impacted by COVID-19; we empathize with those businesses that are trying to find a path forward during this difficult time. The Market As if this insidious … read more…

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IIM International Portfolios: Q1 2020

“When We Are Absent One From the Other” In 2019, the equity market overcame trade disruptions, Brexit fears and slowing economic growth only to be impaired this year by a piece of RNA that jumped  from bats to humans, humans … read more…

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