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Read more about the article 2023 Investment Strategy Outlook

2023 Investment Strategy Outlook

  • Post published:February 1, 2023

In this webcast the SFM Portfolio Management Team examines the tug-of-war between recent technical strength and macroeconomic weakness. Additionally, they discuss how our active and nimble investment process will both manage risk and seek opportunity in the year ahead.

Continue Reading2023 Investment Strategy Outlook
Read more about the article 2022 Investment Strategy Update

2022 Investment Strategy Update

  • Post published:August 18, 2022

The SFM Portfolio Management Team discusses the path for inflation and the economy going forward, examines a major risk for the 2nd half of 2022, and offers our rules for investing in a bear market.

Continue Reading2022 Investment Strategy Update
Read more about the article 2022 Investment Strategy Outlook

2022 Investment Strategy Outlook

  • Post published:January 11, 2022

The SFM Portfolio Management Team examines three key macroeconomic themes heading into 2022, and answers questions about portfolio positioning for the year ahead - including specific strategies and portfolio holdings.

Continue Reading2022 Investment Strategy Outlook
Read more about the article Jim Stack on the Super Investors Podcast

Jim Stack on the Super Investors Podcast

  • Post published:August 2, 2021

Jim shares stories and historical knowledge that shaped him as an investor and the lessons learned along the way.  They also discuss the development of select key technical indicators and the role they play in the current market environment.

Continue ReadingJim Stack on the Super Investors Podcast
Read more about the article 2021 Mid-Year Investment Update

2021 Mid-Year Investment Update

  • Post published:June 23, 2021

The SFM Portfolio Management Team examines the dynamics stemming from the COVID-19 pandemic, reviews current market and economic conditions, and outlines SFM portfolio positioning for the path ahead.

Continue Reading2021 Mid-Year Investment Update

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