Monthly Archives: January 2015

2015: a Year of Opportunity for the Non-Cyclical Investor?

Against a backdrop of the solid returns earned in 2014 by major American indexes and after reviewing a host of positive views issued by CEOS of multinational firms, with respect to the apparent health of their charges, it might be

Posted in Open Blog

Portfolio Return for 2014

The Gnostic Capital Large Cap International Portfolio generated a return of 10.93%, net of all fees and expenses, for the fiscal year ended December 31, 2014. $1 million invested in the portfolio, at inception date of 07/08/2000 has grown to

Posted in Open Blog