SECOND QUARTER 2019 INVESTOR LETTER

The Second quarter of 2019 looks uneventful when surveying the point-to-point returns for most major market benchmarks.  However, that narrow view belies the whip-saw moves experienced by equities during the quarter.  While April was a strong month for equity markets, May saw the largest drawdown for most major benchmarks since December of last year, while June saw yet one more V-shaped recovery off those lows.  Market spectators may have become somewhere numb to…

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