Following up on the May presentations
During the month of May, Claret made seven presentations where several of you were present. We would like to thank you for your support and questions. We hope our answers have been straightforward, candid and transparent. For the benefit of all, especially those who could not attend, we will use this quarterly letter to expand […]
Let discipline guide you through the market’s ebbs and flows, not headlines
Let discipline guide you through the market’s ebbs and flows, not headlines Although stock markets around the world were more volatile at the end of the 3rd quarter, most of the damage was done to the cyclical and small cap sectors of the markets, as can be seen in the following table: 3rd quarter* […]