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Year End Review and Outlook 2021

With so much ink having already been spilled on the horrible year that was 2020, we see little reason to review the past year in any...

Growth vs. Value, Revisited

In June of 2019, we put together a brief presentation titled, "How We Look at Growth vs. Value: A Long-Term Perspective”. In it, we...

Second Quarter 2020 Review

With the first half of a tumultuous year behind us, Drum Hill Capital reflects on the outlook for global growth and markets going forward.

First Quarter 2020 Review

Drum Hill Capital offers its take on the volatile start to 2020, and discusses its positioning for the uncertain path ahead.

Year End Review and Outlook 2020

As 2019 began, many investors found themselves reeling from December’s intense market rout, which capped off the worst year for U.S....

Antwerp: A Wind-powered Port City

A recent visit to Antwerp sparked some initial thoughts on renewable energy and other "global challenges".

Mobility and Mass Transit: Takeaways from Our Meeting with Nobina AB

Recently, we had the opportunity to meet with the management team of Nobina AB, the Nordic region’s largest and most experienced public tran

Denmark: A Model for Mobile Payments?

For years now, it’s seemed as though the “age of mobile payments” has always been just around the corner. Apple Pay launched in 2014,...

Drum Hill Capital Investing City Podcast

Zach Olson, our Director of Investment Research, was recently interviewed on the Investing City Podcast. Investing City started its...

Half Year 2019 Review

As the year began, most investors found themselves still shaken by the dramatic market rout that had occurred in the final quarter of...

Year End Review and Outlook 2019

A Year to Re-position... As this year drew to a close, we found ourselves in the midst of a fairly significant market decline. This...

Colombia: Growth and Diversification in Latin America

Over the past year, I’ve had the opportunity to visit several cities in Latin America, as I seek to learn more about the region. My most...

Half Year 2018 Review

Shifting Views… Looking back on the past six months, one of the more striking shifts we have encountered is an increased willingness on...

Year End Review and Outlook 2018

An Improving Outlook… Many felt that 2017 would represent a continuation of the previous year’s excitement, tumult and unpredictability....

Second Quarter 2017 Review

Reasons for Optimism Yet again, we saw equity markets continue to rise amidst an improvement in the outlook for global growth. The U.S....

Patience in Investing: A Lesson From Berkshire Hathaway's Annual Meeting

Last month, I had the opportunity to attend Berkshire Hathaway’s Annual Meeting. This “Woodstock for Capitalists” fully lives up to its...

First Quarter 2017 Review

An Encouraging Start Unlike in recent years, the beginning of 2017 was not marked by a great deal of market volatility, but rather a...

Year End Review & Outlook 2017

2016: Learning to Expect (and Accept) the Unexpected When this year began, it seemed as though markets had priced in, with a good deal of...

Third Quarter 2016 Review

Summer Slowdown It is certainly no secret that the summer months tend to be among the quietest for markets. Yet this year’s lull was...

Industry 4.0: A New Era In Manufacturing

For most, the term “Industrial Revolution” invokes images of steam engines, textile mills and gas lighting. However, this was but the...

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