The Stonehouse Core Value Portfolio (CVP) rose +2.06% over the month of October as global financial markets regained their footing after a tumultuous September quarter. Our ‘strong start, soft in the middle, then strong finish’ thesis for global financial markets over calendar 2015 appears to be coming to pass – although much still needs to happen by year end before we can claim total victory. That said, all going well, we anticipate global equity markets will record a reasonable result for this calendar year – and the CVP to do likewise.
Download Full Report:
