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Global Real Estate Investments Fund First Quarter 2020 Market and Performance Commentary

Market and Performance Update market’s action, while unsettling, has been rational and even expected.  Capital markets are attempting to price the risk and uncertainty around the breadth, length and economic impact of this latest shock to the system.  The global REIT market has been driven by exogenous factors, notably concern over the global economic impact…

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Managed Risk Domestic Equity Fund May 2020 Commentary

The markets continued to rise in May as investor demand continues to price in both a post Covid-19 environment as well as the beginning of an economic recovery. For the month, the fund provided a .97% return versus 4.76% in the S&P 500. Volatility continued to decline in May with the VIX index moving from…

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