QUARTERLY NEWSLETTERS
Market commentary and portfolio updates
We provide quarterly newsletters for our clients and investors. These updates include our perspective on the current market environment and a review of each portfolio and its performance.
As always, if you would like to discuss the contents of the newsletter or any of our portfolios, please feel free to contact your adviser.
Quarterly newsletters for our clients and investors
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Latest Newsletters
Click the link below to download the latest update: (Note Newsletters prior to July 2026 will be branded as Oracle)
March 2026 Quarterly Newsletter
December 2025 Quarterly Newsletter
September 2025 Quarterly Newsletter
June 2025 Quarterly Newsletter
March 2025 Quarterly Newsletter
December 2024 Quarterly Newsletter
September 2024 Quarterly Newsletter
June 2024 Quarterly Newsletter
March 2024 Quarterly Newsletter
December 2023 Quarterly Newsletter
September 2023 Quarterly Newsletter
June 2023 Quarterly Newsletter
March 2023 Quarterly Newsletter
December 2022 Quarterly Newsletter
September 2022 Quarterly Newsletter
June 2022 Quarterly Newsletter
March 2022 Quarterly Newsletter
December 2021 Quarterly Newsletter
September 2021 Quarterly Newsletter
June 2021 Quarterly Newsletter
March 2021 Quarterly Newsletter
December 2020 Quarterly Newsletter
September 2020 Quarterly Newsletter
June 2020 Quarterly Newsletter
March 2020 Quarterly Newsletter
December 2019 Quarterly Newsletter
September 2019 Quarterly Newsletter