Category Archives: For Investors

IIM International Portfolios: Q1 2021

History is Rhyming The provenance of “History doesn’t repeat itself, but it often rhymes,” is questionable but sure seems to apply today to pandemics and stock scandals.  Although the current pandemic has not run the course, vaccines and therapeutics to … read more…

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IIM International Portfolios: Investor Letter for 2020

From Charles Dickens to Amanda Gorman Dickens authored 2020. Whether pondering the coronavirus and the vaccines, social injustice and the response or the fall and rise of global equity markets, “It was the best of times, it was the worst … read more…

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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…

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