Here is a link to the latest Investment Climate commentary from Taylor Frigon Capital Management, which we send out to our clients each quarter.
As always, we emphasize the importance of taking a longer view amidst all the turmoil of the varying economic and political events that are taking place around us -- and certainly right now is a period in which economic and political focus is reaching a fever pitch (especially in the US, with elections right around the corner).
We include above our long-term performance record for our Core Growth Strategy through the end of the most-recent quarter, to emphasize our conviction that taking the longer view of focusing on investing in good businesses (rather than trying to "time" geopolitical events) is a valid philosophy for investors. Full performance data, along with Global Investment Performance Standards (GIPS) disclosures can be found here.