Quarterly Insights — January 2014

Posted on Jan 14, 2014

In This Issue: A review of 2013, including how we fared in our key strategic calls, and what we expect heading into 2014. What are your financial resolutions? We’ve listed a few for you to consider. A summary of current Elmwood themes, and the investment strategies that go along with them. A Review of 2013 — By Bob Gillooly, CFA At year end it always seems appropriate to review our investment strategy over the past year. Entering the year we suggested five key themes we wanted to emphasize, but along the way there were a few other more significant developments that we felt warranted...

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