Category Archives: For Investors

Slides from the 2018 Annual Investor Meeting

Links to download the following PDFs… A transcript of my slide narration My slides on Tarpon and oil You can watch the videos below, or by following these links to YouTube: Video 1: Cale Smith’s Update on Tarpon Video 2: … 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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