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2022 Fourth Quarter Review & Commentary

FineMark

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

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2023 Third Quarter Review & Commentary

FineMark

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. In these cases, moving manufacturing nearer to the United States (e.g., While private industry and the U.S.

S&P 52