by Insight Investment Counsel | Oct 1, 2018 | Client Letters
Dear Clients and Friends of Insight, We are very pleased to see the recent price moves of many of our current portfolio holdings. Other investors have recognized the quality, value and growth potential of these businesses and as a result, our clients’ portfolios are...
by Insight Investment Counsel | Jul 1, 2018 | Client Letters
Dear Clients and Friends of Insight, There has been much dramatic news around the globe since we last wrote to you in April, but contrary to the reaction in foreign bond and stock markets, the U.S. markets have only been marginally bothered by it. The rise in interest...
by Insight Investment Counsel | Apr 1, 2018 | Client Letters
Dear Clients and Friends of Insight, Our meetings with clients last year were very well received due in part to the stock market’s persistent positive performance. Portfolio values climbed steadily, even for many clients who withdrew substantial funds. Though we...
by Insight Investment Counsel | Jan 1, 2018 | Client Letters
Dear Clients and Friends of Insight, We began 2017 with our positive outlook for the performance of client portfolios. We felt that stock prices would continue advancing, despite their high valuations at the start of the year, due to the improving global economy and...
by Insight Investment Counsel | Oct 1, 2017 | Client Letters
Dear Clients and Friends of Insight, October 2017 marks the ten-year anniversary of the end of the prior bull market, which foreshadowed numerous company failures, the Great Recession, and the pricing collapse of nearly every asset around the world. Major stock...
by Insight Investment Counsel | Jul 1, 2017 | Client Letters
Dear Clients and Friends of Insight, In our April letter, we discussed implications of the Federal Reserve’s appetite to continue raising the Federal Funds rate throughout the year, which they increased again a few weeks ago. There have now been four rate increases...
