by Ross Bowler | Apr 23, 2025 | Market Commentary
Navigating the Storm
As a fundamental starting point, we try to identify sectors producing earnings growth. The next step is to discern which companies and issues within that sector present a price point of entry that optimizes returns; are the company’s earnings growing as fast, and are the shares cheaper than those of peers?
by Simon Bowler | Apr 22, 2025 | The State of REITs
The State of REITs: April 2025 Edition REITs finished the first quarter of 2025 in the red (-3.36%) with a brutal -4.92% average total return in March. Large cap (-2.04%) and mid cap REITs (-2.63%) saw modest losses, but small caps (-4.16%) and micro caps (-16.19%)...
by Dane Bowler | Apr 14, 2025 | REIT Total Return Portfolio
Investing through Volatile Markets
Given the rapid market movement, this portfolio update will be a bit different. We will still present the portfolio’s analytical data, but primarily, we want to discuss the fundamental impact, market price impact, and how the two may not always be directly related.
