DM Monthly Reports
These one page pieces provide concise insight into topical investment issues, along with a review of recent activity in the DM Total Equity Portfolio
April 2012 - Small Cap Edition
March 2012 - Gauging the quality of the current market rally
February 2012 - Checking in on the long view, the really long view
January 2012 - Managing foreign allocation to maximize return
December 2011 - Markets gyrate, DM dividend growth forges ahead
November 2011 - Earnings strong, stocks stronger
DM Quarterly Portfolio Commentaries
Each file below contains the written component of the performance reports sent to DM clients each calendar quarter.
DM Macro Monitor & Strategy Updates
These reports provide a review of current macroeconomic conditions and their influence on DM portfolio strategy.
