top of page
Search
  • Writer's pictureAndrew Burns

Infected -- March 2020

Updated: Aug 29, 2020

In our second newsletter, we offer an update on the markets in the wake of the arrival of COVID-19. We discuss adding selectively to equity investments, building portfolios for all market conditions, and sections of the market that we are observing with a watchful eye in the wake of impending economic turbulence. We wish everyone the best of health as we navigate these difficult times.

Please feel free to share this letter or reach out to me for further discussion.

Click below to read on...



Infected - March 2020
.
Download • 387KB

0 comments

Recent Posts

See All

After rate-hike upheaval in 2022, the beginning of 2023 has felt like the first semi-normal year in markets since the COVID crash of 2020. In this letter, I: 1. Am reminded why I don't short stocks 2

“What gives you opportunities is other people doing dumb things.” – Warren Buffett, 5/6/2023 I had the pleasure of attending the Berkshire Hathaway annual meeting this past weekend in Omaha, as I have

Rising interest rates take no prisoners; market action in 2022 was no exception to this rule. In this annual review letter, I: 1. Review my investment performance against a difficult market backdrop 2

bottom of page