by admin | Feb 27, 2019 | Premium members
A Q&A session with Dan Rasmussen, Portfolio Manager of the famed Verdad Capital as well as, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. The full podcast is available for all readers, the full 10,000 plus word...
by Rupert Hargreaves | Feb 21, 2019 | Premium members
Through Year-End 2018, McIntyre Partnerships returned approx. -19% gross and -21% net. This compares to S&P 500 and S&P 600 returns, including dividends of -4% and -12%, respectively. Through January, the fund is up ~18% YTD. This content is exclusively for paying...
by Rupert Hargreaves | Feb 20, 2019 | Premium members
During the fourth quarter of 2018, the Saga Portfolio (“the Portfolio”) decreased 20.8% net of fees. This compares to the overall decrease, including dividends, for the Russell 2000 and S&P 500 Index of 20.2% and 13.5%, respectively. Since inception on January 1,...
by Rupert Hargreaves | Feb 15, 2019 | Premium members
This content is exclusively for paying members. Access all of our top quality content by signing up below. If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email [email protected] and we will...
by Rupert Hargreaves | Feb 12, 2019 | Premium members
This content is exclusively for paying members. Access all of our top quality content by signing up below. If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email [email protected] and we will...
