by Insight Investment Counsel | Jan 1, 2019 | Client Letters
Dear Clients and Friends of Insight, That was quite a good year… for our economy. Economic growth easily and consistently exceeded 3%, after trending nearer to 2% for most of this long expansion. Corporations were extremely profitable and delivered on robust...
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...
