Category Archives: For Investors

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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Post-Irma Update

Dear Investors, The Islamorada Investment Management office will re-open this Tuesday. Retz, Maria and I returned to Islamorada from Orlando over a week ago, and we have spent most daylight hours lately assessing, helping, and most of all, cleaning. Most … read more…

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