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

Posted on October 16, 2020 by Retz Reeves

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

Posted on July 14, 2020 by Retz Reeves

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

Posted on April 15, 2020 by Retz Reeves

“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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