GARY Investing
GARY Investing

Client Letters

Client Letters

These are actual client letters. We try to send email commentary to each client, each quarter, with their invoice. While client accounts, and the commentary, are nearly identical, performance can vary slightly due to date of inception and subsequent contributions and withdrawals. Fee percentages can also vary due to breakpoints.

We DO NOT publish a pdf composite letter for prospecting due to idea poaching or, worse still, predatory practice toward our portfolio holdings (some of which can be smaller capitalization with lower trading volume).
We are always available to my clients of more frequent discussion about their account.

 

Read the letters below:
4Q|2016    //    1Q|2017    //    2Q|2017