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

May 2018 - Managing risk through interim position management

April 2018 - DM Small Cap celebrates its 7th anniversary

March 2018 - A flood of cash?

February 2018 - Growth vs yield

January 2018 - Yes, it is different this time

December 2017 - Including risk in the definition of performance

November 2017 - A rare green shoot on the scorched earth of retail

DM Quarterly Portfolio Commentaries

Each file below contains the written component of the performance reports sent to DM clients each calendar quarter