Author Archives: Retz Reeves
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 international investing
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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
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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
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