Our investment decisions flow from
incisive perspectives.

April 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

Following the meaningful volatility of the prior quarter, markets were relatively muted in April.  The Russell 3000 Index finished the month with a return of +0.4%.  Small cap stocks led for the second month with the Russell 2000 Index …

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March 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

The year began largely as the prior one had ended – with generally sanguine views on economic fundamentals leading to rationalization of asset valuations.  The boost of a significant fiscal stimulus in the form of US tax cuts also …

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February 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

The beginning of February saw an acceleration of the market decline which had begun late the prior month. Concerns over rising interest rates and some profit taking in the high-flying Technology sector, paced the initial declines. Yields …

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The Tax Cuts and Jobs Act | February 2018

Thought Leadership

Thoughts on the Implications of the Legislation

Major tax reform in the United States of America is often one the most widely debated topics in the halls of Congress. The 2017 tax reform bill (officially named the Tax Cuts and Jobs Act) has had its fair share of supporters and opponents, …

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January 2018

Market Commentary

Kai W. Hong, CFA
Managing Partner & Chief Investment Strategist

The year began largely as the prior one had ended – with generally sanguine views on economic fundamentals leading to rationalization of asset valuations. The boost of a significant fiscal stimulus in the form of US tax cuts …

Read More



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