by Ross Bowler | Feb 22, 2023 | Market Commentary
Time Rewards Selectivity Before we started our seemingly endless commentary on runaway inflation, we talked a lot about our search for growth. We wanted to find growth within the pandemic. We wanted growth above inflation. We wanted to identify which companies can...
by Simon Bowler | Feb 21, 2023 | The State of REITs
The REIT sector sharply rebounded from a tough 2022 with an +11.77% total return in January 2023. Micro cap REITs (+16.16%) saw disproportionately strong gains in January, followed by double-digit returns for small caps (+11.79%), mid caps (+11.50%), and large caps...
