DM Monthly Reports

These one page pieces provide concise insight into topical investment issues, along with a review of recent activity in the DM Total Equity Portfolio

September 2018 - Emerging markets: worth the bother?

Summer 2018 - Perception and reality in energy markets

May 2018 - Managing risk through interim position management

April 2018 - DM Small Cap celebrates its 7th anniversary

March 2018 - A flood of cash?

February 2018 - Growth vs yield

DM Quarterly Portfolio Commentaries

Each file below contains the written component of the performance reports sent to DM clients each calendar quarter