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

October 2019

September 2019 - Are the stocks in your portfolio a contrarian position?

Summer 2019

May 2019 - Is there a relationship between interest rates and stock valuations?

April 2019 - Why do interest rates never seem to gain upward traction?

March 2019 - Share repurchases reach record levels in 2018

DM Quarterly Portfolio Commentaries

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