HNA Infrastructure, the company managing Haikou International Airport, reported a 17% increase in passenger throughput for the first quarter of 2015. http://www.mlairport.com/autoweb/autoweb/third/mljc_eng_tzzgx762.html The airport’s growth can be attributed to a secular boom in Chinese tourism. http://www.chinadaily.com.cn/regional/2015-03/28/content_19991248.htm

Grupo Aeroportuario Del Sureste (ASR-NYSE, $145.04). 2015 total throughput forecast to grow by more than 12%. Buy for potential share split and inclusion in portfolios by institutional holders. Grupo Aeroportuario Del Centro Norte (OMAB-NASDAQ, $40.76) 2015 total throughput forecast to…

March 2015 figures are now in for the three publicly traded Mexican Airport manager/operators. Two of the operators reported sharp increases in throughput. Grupo Aeroportuario Del Sureste (ASR-NYSE, $145.260, announced a 12.3% overall increase in passenger volumes through all of…

The large cap account generated a return, net of fees, of 3.88% for the quarter ended March 31st, 2015. This represents a value of $13.525 million.

Novo Nordisk, a long held position within the model portfolio, today announced phase 2 test results on its new oral diabetes medication. http://news.investors.com/022015-740166-novo-nordisk-lauds-phase-two-trial-for-diabetes-drug.htm?ven=yahoocp&src=aurlled&ven=yahoo There are potential breakthrough implications that one can glean from this result. Until now, the newest and…