top of page

Search


March 2019 Market Commentary
The returns achieved in Q1 2019 have many asset allocators, including myself, scratching their heads. While a rebound from the severe...
Kevin Burrows
Apr 11, 20193 min read


Global Market Review - October 2018
October was a brutal month. Global equity markets saw a ~2 standard deviation move, leaving the global index down –3.8% YTD (before...
Kevin Burrows
Nov 27, 20182 min read


Kevin Burrows
Oct 13, 20180 min read


Global Market Review - September 2018
The Federal Reserve increased the Fed Funds rate as expected in September to a range of between 2% and 2.25%. Bond markets are assigning...
Kevin Burrows
Oct 9, 20183 min read


Global Market Review: August 2018
Positive returns for global equities masked stark divergences between the US and the rest of the world. The S&P 500 gained 3.0% in...
Kevin Burrows
Sep 16, 20182 min read


Global Market Review - July 2018
Investor’s reaction to the earnings disappointment of a handful of very large companies should be viewed as a signal that wider...
Kevin Burrows
Aug 10, 20183 min read


Global Market Review — June 2018
Market Recap: US markets continued to outperform in June, with the S&P 500 up 0.5% to be the only major country / region in positive...
Kevin Burrows
Jul 15, 20183 min read
Manager Selection
“An in-favour style, slick marketing presentation and an articulate fund manager can easily create the illusion of true skill. Therefore...
Kevin Burrows
Jul 15, 20181 min read
Asset Allocation
Our investment process involves assessing the relative merits of allocating within and between the four broad asset classes: Equities,...
Kevin Burrows
Jul 15, 20181 min read
Investment Pillars
1) Long term Investing Outperformance requires a long-term outlook with continuous adjustments to the portfolio Compounding is a powerful...
Kevin Burrows
Jul 15, 20181 min read
Investment Philosophy
Like our namesake, we at Diomedea try to efficiently soar over ever changing global asset class landscapes in pursuit of superior...
Kevin Burrows
Jul 15, 20181 min read
Risk Management
Benjamin Graham (May 8, 1894 – September 21, 1976), an American economist and professional investor, first defined risk as a permanent...
Kevin Burrows
Jul 15, 20181 min read
bottom of page