Newsletters
January 1, 2026
January 2026 Newsletter
December was mixed but mostly positive. 2025 was a great year. Our portfolios generally outpaced benchmarks. Performance reports will be available in a few weeks.
Investors enter 2026 with positive momentum offset by legitimate concerns that will likely require a mix of discipline and flexibility.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis egestas.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis egestas. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis egestas.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis egestas.
