Highcroft Growth at a Reasonable Price Strategy
Highcroft growth at a reasonable price strategy
Secular Themes Extend Beyond the Business Cycle
Secular themes are those where their growth extends beyond the business cycle
SEE-SAW: THE TECH BUBBLE AND A PIVOT TO VALUE
Avoid the bubble, shift to the other side of the see-saw and avoid excessively valued stocks.
VOLATILITY UPDATE - ALLOCATION ADJUSTMENTS
The stock market has been volatile lately, we are allocated to blue chips
