Monthly Message The Wutherich & Co. Composite posted a 0.5% drop in March versus the S&P/TSX being up 4.1%. The Wutherich & Company Composite definitely sat-out the March rally in North American markets. The companies in our portfolio finished reporting...

Monthly Message The Wutherich & Co. Composite posted a 4.8% gain in February versus the S&P/TSX being up 1.8%. Strong performance in the Wutherich & Company Composite continued in February. We put this down to the strength of the names in our portfolio and...

Monthly Message The Wutherich & Co. Composite posted a 4.7% gain in January versus the S&P/TSX being up 0.6%. The strength that we experienced in our portfolio during 2023 has continued into 2024 but we always talk people down from getting too excited about...

Monthly Message The Wutherich & Co. Composite was up 4.0% in December. This compares with the S&P/TSX being up 3.9%. Thank you, Santa, for a great year-end rally which has taken us up 17.0% for 2023, handily outpacing the TSX at 11.8%. But Ho Ho Hold that...

Monthly Message The Wutherich & Co. Composite was up 10.3% in November. This compares with the S&P/TSX being up 7.5%. The Wutherich & Company Composite performed well in November with nary a mega-cap technology stock in sight. What it does contain are...

Monthly Message The Wutherich & Co. Composite was down 0.8% in October. This compares with the S&P/TSX being down 3.2%. The Wutherich & Company Composite continues to hold up well in an otherwise weak market. The quality of the names in the portfolio, and...

Invitation Dear clients and friends, It will be good to see you again "live"! Please find attached the invitation to our upcoming “Wutherich & Co.'s Annual Update” hybrid event taking place Wednesday January 24, 2024.   Chers clients et amis, Ce sera bon de...

Monthly Message The Wutherich & Co. Composite was down 0.7% in September. This compares with the S&P/TSX being down 3.3%. All things considered, the Wutherich & Company Composite fared well in September and very well over the last year. We put this down to...

Monthly Message The Wutherich & Co. Composite was down 2.4% in August. This compares with the S&P/TSX being down 1.4%. As we had mentioned last month, most of our companies reported their most recent quarters during August. We had a high level of conviction...

Monthly Message The Wutherich & Co. Composite was up 7.8% in July. This compares with the S&P/TSX being up 2.6%. “Everything else” has made a bit of a comeback. Last month, we referred to how the market was focused on just a handful of mega-cap...