Drum Hill Capital
Quarterly Letter: Q2 2016
Equities slowly moved higher for most of the quarter, driven primarily by solid US economic data.
Although Britain’s decision to leave the EU roiled global markets, the prospect of continued easy monetary policy allowed for a quick market recovery.
With global macroeconomic concerns mounting, we feel it not only prudent but necessary for investors to reassess their risk exposures.
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Quarterly Letter: Q3 2016
Quarterly Letter: Q1 2016
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