Category Archives: For Investors

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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IIM International Portfolios – Investor Letter for Q4 2016

Spreading out financial journals and newspapers, I began my literary diet and breakfast in the New Year. Yes, after a topsy-turvy year full of Brexit, terrorism, corruption and elections, I could still read and eat simultaneously; but the sector rotation, … read more…

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