
INTRODUCTION
“In investing, what is comfortable is rarely profitable.” -Robert Arnott
The year 2022 was challenging for any investor utilizing traditional investments to construct their portfolio. With the Federal Reserve raising interest rates at a blistering pace and switching from Quantitative Easing (“QE”) to Tightening (“QT”), most assets had to be marked down to the new environment. [Read more…] about Q4 2022 Investment Letter