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 now. Our companies tend to have strong, long-term prospects and should be well positioned to sustain growth for years to come.
May will see many of our companies report quarterly results. As always, we will have a close look at the numbers, speak with managements and try to suss out emerging weaknesses but we doubt there will be anything major that comes up. We don’t make any big commodity calls, political predictions or try to out-guess the market on outsized price moves. We just buy companies with strong, profitable, sustainable businesses and hold them for years, getting rewarded along the way. This has worked for us for nearly 34 years. We like our chances for the next 34 also.
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