Author Archives: Retz Reeves

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About Retz Reeves

Portfolio Manager of the Frigate and Treasure Harbor Folios.

Brexit or Not to Brexit

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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IIM International Portfolios: Investor Letter for Q1 ’18

Fears of trade wars and accelerating inflation unsettled international investors in the first quarter of 2018, impacting local returns in most developed regions. The Morgan Stanley Capital Index (MSCI) benchmark for Europe was down 4.35% and the Pacific benchmark was … read more…

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Update on Yellowtail, Our Small and Mid Cap International Portfolio

Below is our most recent video update on the Yellowtail Folio. Yellowtail is IIM’s small- and mid-cap international portfolio, available to individual investors as well as institutions. In the slideshow below you’ll learn more about Yellowtail’s holdings and recent performance, … read more…

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