News headlines about geopolitical turmoil and the valuation of the stock market continue to swirl. While we are slightly more biased toward safety at this juncture, we continue to employ our internal valuation process to find the best valued stocks and sectors.
Read Article →In this issue of the Notes from the North, we focus on the state of the economy.
Read Article →People often wonder if market timing works. We don’t think that it does.
Read Article →The markets have been jittery of late, leaving some investors wondering if the start of a correction is underway. There have not been any notable fundamental triggers for the sell-off, but we have seen a rotation from high-flying into quality stocks.
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