Author Archives: Retz Reeves

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About Retz Reeves

Portfolio Manager of the Frigate and Treasure Harbor Folios.

IIM International Portfolios: 2019 Letter to Investors

What A Year It Was What a difference a year makes! Overshadowed by Brexit, trade wars and fears of a recession equities dropped precipitously the last quarter of 2018 and created a bit of trepidation entering last year. Indeed, these … read more…

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IIM International Portfolios: Thru Q3 2019

What I Learned During Oktoberfest             After hearing my travel woes – typhoons, earthquakes, electrical shocks  – Baader Investments invited me to their September conference in Munich where investment opportunities converged at the Sofitel in Munich, Germany during Oktoberfest. Too … read more…

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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…

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