by wilwutherich | Jul 2, 2026 |
Monthly Message Happy Canada Day! For June, the Wutherich & Co. Composite was up 1.8%. The portfolio has been fairly steady over the last few months. Is AI a hit or miss? What is happening in Hormuz/Where are oil prices today? What are base metal prices doing? Are...
by wilwutherich | Jun 1, 2026 |
Monthly Message For May, the Wutherich & Co. Composite was up 3.0%. Most of our companies have reported their recent quarters in the last few weeks and, as expected, they are showing little immediate impact from global events. While there have been wobbles in some...
by wilwutherich | May 3, 2026 |
Monthly Message For April, the Wutherich & Co. Composite was up 3.8%. It’s a wild world but the Wutherich & Company Portfolio is holding steady. Though geopolitical chaos is on everyone’s mind, we are only seeing minor knock-on effects for our companies, for...
by wilwutherich | Apr 2, 2026 |
Monthly Message For March, the Wutherich & Co. Composite was down 5.8%. Geopolitics certainly picked up in March with significant fallout for financial markets. Many of our companies reported their most recent quarters during the month and discussed their...
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...
