by wilwutherich | Mar 2, 2026 |
Monthly Message For February, the Wutherich & Co. Composite was up 4.6%. The Wutherich & Company Portfolio continued to perform well in February despite having little exposure to the market-leading Materials Sector. Many of our companies are now reporting...
by wilwutherich | Feb 2, 2026 |
Monthly Message January, the Wutherich & Co. Composite was up 5.6%. The Wutherich & Company Portfolio performed well in January across most of its names despite having little exposure to the Materials sector. One stand-out, Haivision Systems Inc. (HAI-T),...
by wilwutherich | Jan 9, 2026 |
Monthly Message Happy New Year! JF and I would like to wish you health, peace and prosperity for 2026. For December, the Wutherich & Co. Composite was up 1.2%. We remember sitting here 12 months ago thinking it would be hard to have a third great year in a row for...
by wilwutherich | Dec 1, 2025 |
Monthly Message For November, the Wutherich & Co. Composite was up 1.5%. During the month, we received cash and shares in Sunoco Corp LLC (SUNC-N) for our Parkland Corp. (PKI-T) position. SUNC in turn owns shares in Sunoco LP (SUN-N), one of the world’s largest...
by wilwutherich | Nov 19, 2025 |
Monthly Message For October, the Wutherich & Co. Composite was up 0.7%. The lumbering continues with the Wutherich & Co. Composite eking out another small gain. Only this time, the markets have slowed down also. The extraordinary gains of the Materials Sector...
