Monthly Message

The Wutherich & Co. Composite was up 4.1% in December. This compares with the S&P/TSX up 0.5% and the BMO Small Cap Index up 5.4%.

Happy New Year one and all! Is it too much to ask for 2020 being as good as 2019?

The Wutherich & Co. Composite posted a 31.1% return in 2019, the fifth best result in our company’s history. Nice way to end the decade! While we are aware that this return was exceptional for the Canadian small cap space, we are happy that we have been rewarded for the choices we’ve made. For the last 20 years, we have steadfastly kept to our investment philosophy of concentrated, disciplined, long-term growth stock investing. Though it clearly doesn’t work every year, it has worked over time.

This is a time of year when we like to remind our clients to make additional contributions to your RRSPs and TFSAs. Despite a strong year in 2019, we still think the portfolio is relatively cheap. Kudos to those who followed our advice this time last year.

Lastly, we welcome all our clients and friends to celebrate our 20^th Anniversary at our Wutherich & Co. Annual Update to be held at the Mount Stephen Hotel on Thursday January 23^rd, 2020. Cocktails 5:30pm. Presentation 6:00pm. RSVP at jf@wutherich.ca or 514-924-4438.

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Bulletin J-F and I would like to wish our clients and friends a Merry Christmas and Happy Holidays!!! May this time of year be full of warmth and joy for you and your families.   We would also like to take this opportunity to remind you of our January 23rd Annual Update and Cocktail. We […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event. Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”.  –  INVITATION PDF  –

Bulletin On behalf of the kids, a big Thank You!!! As many of you know, J-F and I participated in a big fund-raising ski race last weekend for kids’ cancer called the “24H Tremblant”.  Our team of 6 skied in a relay for 24 hours straight and finished in the top 20% of 267 teams! […]

Monthly Message The Wutherich & Co. Composite was up 7.9% in November. This compares with the S&P/TSX up 3.6% and the BMO Small Cap Index up 2.9%. The Wutherich & Co. Composite continues to recover from its May to August swoon and is now up 26% year-to-date, just 2 percentage points below its all-time high. Cash […]

Invitation Dear clients and friends, Please find attached the invitation to our upcoming “Wutherich & Co.’s Annual Update” event taking place Thursday January 23, 2020.   Chers clients et amis, Vous trouverez ci-joint l’invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.” qui aura lieu le 23 janvier 2020.  –  INVITATION PDF […]

Monthly Message The Wutherich & Co. Composite was up 0.7% in October. This compares with the S&P/TSX down 0.9% and the BMO Small Cap Index down 2.0%. The Wutherich & Co. Composite eked out a small gain in October and is now up 16.8% year-to-date. Valuations in our portfolio still look strikingly cheap and we continue […]

Bulletin For years now, Wutherich & Co. has been doing its Montreal annual update and cocktail in November and you would have already received a notice inviting you to this event. With the approach of our 20th anniversary next May, we have decided to do things a little differently. We will be moving the event […]

Monthly Message The Wutherich & Co. Composite was up 2.7% in September. This compares with the S&P/TSX up 1.7% and the BMO Small Cap Index down 2.0%. The Wutherich & Co. Composite recovered somewhat in September and is now up 16.1% year-to-date. Valuations continue to look compellingly cheap to us. We have maximized exposure to our […]

Monthly Message The Wutherich & Co. Composite was down 7.9% in August. This compares with the S&P/TSX up 0.4% and the BMO Small Cap Index down 0.5%. The Wutherich & Co. Composite did take a hit in August, though still up 12.9% year-to-date. The balance of our companies reported during the month. While two or three […]