Commentary

We publish our investment commentary on a quarterly basis. Our writings help contextualize our investment approach over time.

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May 23, 2024

In the first quarter, the macroeconomic environment was characterized by persistently strong economic growth alongside frustratingly resilient inflation. Although small…

February 6, 2024

Good Things Come in Threes: Small Caps, Life Science and International Equities   At the end of 2023, the stark…

November 17, 2023

The second quarter began with fears surrounding the soundness of our banking system and ended with considerable optimism about the…

May 25, 2023

The first quarter of 2023 was marked by a partial recovery of 2022s losses, though the path to recovery was…

January 25, 2023

2022 was an incredibly difficult year in financial markets. Not much went right for our portfolios other than Elon Musk…

October 19, 2022

The third quarter saw a continuation of the ugly trend from the first half of the year. September was the…

July 27, 2022

Are we heading for a recession? This is the question on everyone’s mind as markets fell sharply during the second…

May 17, 2022

The start of the year has not been kind to equity investors and especially so to our portfolio. Many of…

February 11, 2022

January 1, 2022 marked 10 years since Elliot partnered with Jason to kick off the RGA Investment Advisors reformation and…

November 1, 2021

The third quarter concluded with the worst month for equity markets since March 2020. That said, the month of September…