Category Archives: For Investors

IIM International Portfolios: Investor Letter For Q3 ’20

I’m over it. I’m tired of viruses, Brexit and elections; I’m tired of wearing masks, social distancing and missing my friends and family. I keep hearing “these are short-term problems; focus on the long run.”  When’s the “long run” coming? … read more…

Posted in For Investors | Comments Off on IIM International Portfolios: Investor Letter For Q3 ’20

2020 Annual Investor Meeting: Video One – The Big Picture

More content soon.

Posted in Annual Meeting, For Investors | Comments Off on 2020 Annual Investor Meeting: Video One – The Big Picture

IIM International Portfolios: First Half of 2020

Sturm und Drang Our hearts go out to those whose loved ones are being impacted by COVID-19; we empathize with those businesses that are trying to find a path forward during this difficult time. The Market As if this insidious … read more…

Posted in Commentary, For Investors | Comments Off on IIM International Portfolios: First Half of 2020