Insights | Drum Hill Capital

Third Quarter 2014 Review

Exceptional...for all the wrong reasons. While the summer months often mark a lull in the markets, the third quarter provided plenty of...

Second Quarter 2014 Review

Against All Odds At first glance, the impressive market performance we saw in this quarter seemed against all odds. US economic data was...

Manual of Ideas Interview: Macro Considerations in Value Investing

“Manual of Ideas” interviews our Head of Investment Research, Zach Olson, on taking a top down approach to value investing. DISCLAIMER:...

First Quarter 2014 Review

Managing Expectations Many expected the first months of 2014 would be uneventful, with markets pausing after their impressive run last...