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 Q4 ’18

Posted on January 27, 2019 by Retz Reeves

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…

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IIM International Portfolios: Investor Letter for Q3 ’18

Posted on October 30, 2018 by Retz Reeves

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…

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Brexit or Not to Brexit

Posted on September 27, 2018 by Retz Reeves

Deal or No Deal On September 10th, I headed to Europe with my two-country Eurail Pass and a notebook full of questions for some of IIM’s Swiss and German current and prospective investments. I was especially interested in their perspectives … read more…

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