Category Archives: Commentary

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…

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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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Two New Slideshows for IIM Investors

We have posted two new slideshow videos on YouTube. The first is my quick take on recent volatility in the stock market: And the second is a video on the highlights of the recent Tax Cuts and Jobs Act: Please … read more…

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