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

Summer 2017 - Focus on intrinsic growth, let price follow

May 2017 - Most important economy grinds ahead, stocks follow

Interim Comment - Home Capital Group

April 2017 - How far could climbing interest rates go?

March 2017 - Parting with a portfolio favourite

February 2017 - Equity markets don't play politics

January 2017 - In equity management, size can matter

DM Quarterly Portfolio Commentaries

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