At the end of each calendar quarter, your portfolio managers allot the time to put finger-to-keyboard and write a commentary for each fund.  We make an effort to provide honest insight into the methodology and strategy behind managing your money and how we see opportunities arise in the marketplace.

Please click on each fund to the right, for their associated commentary and we hope you enjoy.

Latest Postings:

Vertex Fund Commentary Post

Managed Value Portfolio Commentary Post

Enhanced Income Fund Commentary Post

Growth Fund Commentary Post

Value Fund Commentary Post

Arbitrage Fund Commentary Post

Archived Quarterly Reports