Author Archives: Retz Reeves

Avatar

About Retz Reeves

Portfolio Manager of the Frigate and Treasure Harbor Folios.

IIM International Portfolios: Investor Letter for First Half ’19

Mr. Toad’s Wild Ride When I first moved to Florida, circa 40 years ago, I couldn’t wait to go to the Magic Kingdom at Walt Disney World. I loved the scary rides, the roller coasters and in particular Mr. Toad’s … read more…

Posted in For Investors | Tagged | Comments Off on IIM International Portfolios: Investor Letter for First Half ’19

IIM International Portfolios: Investor Letter for Q4 ’18

Skyfall Chicken Little had a point in 2018 – for equity investors, whether in the U.S. or abroad, the sky fell! Political turmoil, rising interest rates and a slowing global economy were credited for pushing the S&P 500 Index and … read more…

Posted in For Investors | Comments Off on IIM International Portfolios: Investor Letter for Q4 ’18

IIM International Portfolios: Investor Letter for Q3 ’18

As discussed in my recent blog post, international investing this year has been like walking through a mine field, as stock prices discounted the implications of tariffs, Brexit and volatile emerging markets. Adding insult to injury, the strengthening U.S. dollar … read more…

Posted in Commentary, For Investors | Comments Off on IIM International Portfolios: Investor Letter for Q3 ’18