Category Archives: For Investors

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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Finally, International Investors Day in the Sun

By Retz Reeves, CFA Investors in our large cap international Folios were rewarded for their patience in the first half of 2017, while investors in our small-mid cap international Folio continued to enjoy Yellowtail’s performance. Our International capital appreciation Folio, … read more…

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Thoughts from Recent Meetings With Our European Companies

By Retz Reeves, CFA I certainly didn’t anticipate that disruption would be the theme of my March European trip, but it was – physical, political and technological disruption. Before going further, I wish to extend my condolences to the victims … read more…

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