Quarterly Commentary
Click the links below to view our Quarterly Reports
- 2022 – Q3 Webcast
- 2022 – Q3 Total Equity & Balanced – Dividend Income Portfolio
- 2022 – Q3 Value Portfolio
- 2022 – Q2 Webcast
- 2022 – Q2 Total Equity & Balanced – Dividend Income Portfolio
- 2022 – Q2 Value Portfolio
- 2022 – Q1 Webcast
- 2022 – Q1 Total Equity & Balanced – Dividend Income Portfolio
- 2022 – Q1 Value Portfolio
Portfolio Updates
If you would like to review copies of any previous quarterly reports, please email us