Recent moves to increase streaming prices and continued employment growth in the United States suggest that revenue growth should surpass GDP growth. This implies that EBITDA has the potential to improve sequentially. As a result, the portfolio is adding a…

The portfolio is increasing the weighting in UNH by 20%, based upon stronger than anticipated earnings. High levels of US employment represent a tailwind for any healthcare provider and UNH has the largest market share of any listed company in…

For 2018, the global large cap portfolio closed out the year with a Net Asset Value of $215.28 USD per share. This compares to the 2017 year end value of $206.39 per share and produces a return, net of fees…