Monthly Message

The Wutherich & Co. Composite was down 8.0% in February. This compares with the S&P/TSX down 5.9% and the BMO Small Cap Index down 8.9%.

The coronavirus continues to rock markets and our portfolio. Though this is a tremendous human tragedy for those directly affected by the virus, we don’t believe that this is the next Black Death. Some of our companies are experiencing disruptions in parts of their operations but we think this is temporary. While we keep one wary eye on the headlines, we continue to apply any cash that we have to our favourite names believing they will trade at substantially higher valuations in years to come. During the 20 years that we have been in business, every severe downturn that we have experienced has been follow by a period of strong performance. We see no reason to believe that it will be different this time.

A special Thank You! to those clients that contributed to, or opened, their accounts in the last two months. The portfolio looks as cheap as anything that we have seen since the fourth quarter of 2018 which proved to be a great set-up for a strong 2019.

To view the complete Monthly Message and Factsheet click here

Monthly Message The Wutherich & Co. Composite was up 1.2% in January. This compares with the S&P/TSX up 1.7% and the BMO Small Cap Index down 2.1%. It has been rocky start to the year with the coronavirus being the latest reason to trade stocks. We have lived and invested through SARS, H1N1, Ebola, MERS and […]

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  –

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 […]

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 […]