Investment Recap

Second Quarter 2022

The 2nd quarter saw an acceleration of inflation and, as a result, Federal Reserve “jawboning” and tightening moves. Both Stock and Bond markets sold off due to the fear of restrictive monetary policy which could cause a recession and the...

First Quarter 2022

In our January letter, after remarking about the wonderful 2021 results for stocks, we delineated a handful of concerns facing investors in the New Year including: 1) inflation, 2) tightening by the Federal Reserve, and 3) geopolitics. Of...

Fourth Quarter 2021

U.S. stocks finished strong in the 4th quarter, producing gains of over 9%. Winslow stocks kept pace with the broad market indices during the final quarter and finished the year at over 30%. We delivered outperformance of several...

Third Quarter 2021

Stock markets were essentially flat or “resting” during the 3rd quarter. A September sell-off offset the gains of the prior two months. The year to date results are still quite handsome. So far, in October, stocks have resumed their...

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