MONTAG Viewpoints – First Quarter 2018
MONTAG Viewpoints Q1 2018
MONTAG Viewpoints – Fourth Quarter 2017
MONTAG Viewpoints Q4 2017
Market Commentary First Quarter 2017
We are folding our sweaters and grabbing our allergy meds for the joyous pollen season (revenge of the flowers), also known as Spring. Our letter is presented in two sections, a brief overview of the markets and thoughts on a … Read More
Market Commentary Fourth Quarter 2016
Winter is here and the hot chocolate is flowing. We hope you enjoyed the holidays as much as we have at Montag. Our letter continues to be presented in two sections, a brief overview of market returns and key news … Read More
Market Commentary Third Quarter 2016
Fall is peeking around the corner at us and we look forward to trading in our sunscreen for mugs of hot chocolate. Some time ago we began separating our letter into two sections, a brief overview of market returns and … Read More
Market Commentary Second Quarter 2016
We hope your summer is progressing nicely. Several quarters ago we began separating our letter into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more detailed view regarding one theme … Read More
Market Commentary First Quarter 2016
We hope this letter finds you well. As we mentioned a few quarters ago, our quarterly letter is now separated into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more … Read More
Market Commentary Fourth Quarter 2015
As a continuing evolution of the quarterly letter we have separated our comments into two sections, a brief overview of market returns and key news items, followed by a “Deeper Dive”, a more detailed view regarding one theme we find … Read More