Monthly Message

For March, the Wutherich & Co. Composite was down 4.4%.

Trump Chaos 2.0 plays on. During February and March, we reviewed all our names in detail as they reported their most recent quarters. While some are struggling, the bulk of them are doing very well, with strong fundamentals and solid outlooks. While everyone has some level of concern with His Trumpness, most are getting on with business. In general, many of our names have little direct exposure to Trump Chaos. It is more the knock-on effects of his actions that could have secondary effects on them.

Of course, we will monitor all our names extremely closely as we have done with every crisis. We’ll make any necessary adjustments to the portfolio, as circumstances warrant. That being said, we are very optimistic that most of our companies will survive this crisis, forming the foundation for good long-term returns.

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Monthly Message For February, the Wutherich & Co. Composite was down 7.0%. Trump Chaos 2.0 continues to weigh on our portfolio and the markets in general. Trump Tariffs and his geo-political hijinks are creating intense uncertainty and discomfort amongst investors and the population in general. When we examine our portfolio, we find limited direct exposure […]

Monthly Message For January, the Wutherich & Co. Composite was down 1.4%. Trump Chaos 2.0 is starting to roll through the markets. For now, it is in the form of Trump Tariffs. While much of the portfolio has relatively little direct exposure to these, several of our export-oriented names will feel their effects for some […]

Monthly Message Happy New Year! JF and I would like to wish you health, happiness and prosperity for 2025. For December, the Wutherich & Co. Composite was up 0.3%. December’s small gain capped-off a strong year for the Wutherich & Company Composite. Performance rode off the backs of (mostly) strong companies in the portfolio. In […]

Monthly Message Merry Christmas and Season’s Greetings to one and all! For November, the Wutherich & Co. Composite was up 5.0%. With the US election now past, one level of uncertainty has been resolved, though, I think for many of us, a lot of questions remain. Trump 2.0 is on tap. Exactly what that means is […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” virtual event taking place Wednesday January 22, 2025.   Chers clients et amis, Vous trouverez ci-joint l’invitation à notre prochain évènement virtuel “Mise à Jour Annuelle Wutherich & Co.” qui aura lieu le mercredi 22 janvier 2025. […]

Monthly Message The Wutherich & Co. Composite was up 2.2% in October versus the S&P/TSX being up 0.7%. Trick or Treat? We write this having recently survived Halloween and are waiting for the US election to take place. We’ll let you decide which outcome would be the trick and which the treat. Many of our […]

Monthly Message The Wutherich & Co. Composite was down 1.7% in September versus the S&P/TSX being up 3.2%. While the market continued to be very strong in September, the Wutherich & Co. Composite suffered a set-back with two of our names delivering very weak quarterly results and one of our names announcing an equity issue at […]

Monthly Message The Wutherich & Co. Composite was up 2.2% in August versus the S&P/TSX being up 2.9% (By the way, last month should have read 4.1% for the TSX, not 5.9%). Despite many twists and turns, the market and the Wutherich & Co. Portfolio continued to advance in August. The traditionally weak month of […]

Monthly Message Wutherich & Co. Composite was up 4.6% in July versus the S&P/TSX being up 5.9%. Broadening market? Lowering interest rates? We try not to make these calls, but it would be nice to see. The Wutherich & Company Portfolio would benefit from a broader market as we certainly don’t own US Mega-Cap Technology names. […]