Today, our firm, and specifically our CIO, Gerry Frigon, was highlighted in preeminent technologist George Gilder's "Daily Prophecy" newsletter.
"I consider George Gilder to be the foremost American sage of the last sixty years. His predictions on technology, economics, and society have been spot on, and at 80 years of age he is going...
Friday, July 24, 2020
Narrative-based Investment Strategy In The News...
Our Chief Investment Officer, Gerry Frigon, was featured in a series of articles recently in which he describes our investment strategy and the reasons for its success, as well as provides insight on the increasing impact of tech companies on the market...
MarketWatch (first article)
Wealth Professional
Value Walk
Disclosures: Please...
Tuesday, July 14, 2020
The Power of Time
We have emphasized the importance of a long term view of investing for as long as we have been in the professional investment business. Recently, our CIO, Gerry Frigon, was quoted in Rocket HQ regarding the importance of "staying the course" during difficult times like we have just experienced in the last few months with the COVID-19 panic.
Frigon...
Friday, July 10, 2020
Have you heard of this company? Vapotherm (VAPO)
We first began researching Vapotherm* in January of 2019, long before anyone would have ever dreamed that events taking place in 2020 were possible. The company had only recently gone public (in November of 2018) and had achieved about $42 million in sales the previous year -- well below the estimated break-even for the business of between...
Thursday, July 09, 2020
Investment Climate July 2020: Making History...While Looking Ahead
The second quarter of 2020 will go down as one of the best quarters in the history of the stock market. The unprecedented and swift recession that was “self-inflicted” by government responses to COVID-19, the world over, bottomed during the quarter and stock markets sensed that turn and rallied fiercely. On...
