Our Man in NYC

After a flat first half, there’s not a vast amount to analyze with regards to the portfolio’s performance.  As such, this year’s half-term ...

Portfolio Update - There were no changes to the portfolio during the course of July. Performance Review July was a decent month for the ...

Portfolio Update - June saw the second (much smaller) tranche of the redemption discussed in April, with Our Man again deciding to reduce t...

“[T]here are known knowns; there are things we know that we know. There are known unknowns; that is to say there are things that, we n...

Apparently, it has been almost 9 months since Our Man updated you with articles of interest that he’s been reading.  Thankfully, this isn’...

Portfolio Update   There were no changes to the portfolio during May.   Performance Review In similar fashion to both 2010 and 201...

Portfolio Update   April saw some changes to the portfolio: - Portfolio Redemption:  April is tax season in the US (and home improveme...