Invitation

Dear clients and friends,

Please find attached the invitation to our upcoming “Wutherich & Co.’s Annual Update” virtual event taking place Wednesday January 27, 2021.

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 27 janvier 2021.

 –  INVITATION PDF  –

Monthly Message The Wutherich & Co. Composite was up 18.2% in November. This compares with the S&P/TSX being up 10.6%. November marked the second-best month ever for the Wutherich & Co. Portfolio (we posted a 22.3% gain in April of 2020). While the Portfolio is starting to reflect its underlying value, we think there is more […]

Monthly Message The Wutherich & Co. Composite was up 0.9% in October. This compares with the S&P/TSX being down 3.1%. The portfolio continues its recovery from the downturn that we experienced last Spring. The 0.9% result for October represents a U-turn from earlier in the month. At one point, the portfolio was up nearly 10%. […]

Monthly Message The Wutherich & Co. Composite was up 2.7% in September. This compares with the S&P/TSX being down 2.1%. We continue to scratch and claw our way back to fair value in the Wutherich & Company Portfolio. We have rebounded 88% from our March lows. Sure, the pandemic has had an impact on our companies […]

Monthly Message The Wutherich & Co. Composite was up 11.7% in August. This compares with the S&P/TSX, up 2.3%. For the time being, we are not including a comparison with the small cap index. The provider is looking to charge more for the data than we are willing to pay. If you know anything about […]

Monthly Message The Wutherich & Co. Composite was up 1.6% in July. This compares with the S&P/TSX up 4.5% and the BMO Small Cap Index up 7.8%. Gold stocks have provided a large boost to Canadian indexes. We look at the space from time to time and have even owned a few names in the past. […]

Monthly Message The Wutherich & Co. Composite was up 4.6% in June. This compares with the S&P/TSX up 2.5% and the BMO Small Cap Index up 4.6%. As of June 30th, we are up 61.6% from our low of March 23rd but still down 30.0% from our all-time high on February 19th. Large caps have certainly […]

Monthly Message The Wutherich & Co. Composite was up 4.8% in May. This compares with the S&P/TSX up 3.0% and the BMO Small Cap Index up 6.1%. As of May 31st, we are up 54% from our low of March 23rd but still down 33% from our all-time high on February 19th. Reflex rally? Maybe, but […]

Monthly Message The Wutherich & Co. Composite was up 22.3% in April. This compares with the S&P/TSX up 10.8% and the BMO Small Cap Index up 23.2%. As of April 30th, we are up 47.5% from our low of March 23rd but still down 36.1% from our all-time high on February 19th. We have gone from […]

Monthly Message The Wutherich & Co. Composite was down 40% in March. This compares with the S&P/TSX down 17.4% and the BMO Small Cap Index down 28.5%. We understand how striking the -40% number is to all of us. JF and I have the majority of our net-worth in this portfolio and feel the pain right […]