Category Archives: For Investors

IIM International Portfolios: Q1 2020

“When We Are Absent One From the Other” In 2019, the equity market overcame trade disruptions, Brexit fears and slowing economic growth only to be impaired this year by a piece of RNA that jumped  from bats to humans, humans … read more…

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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: 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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