Our Checkmark InvestingTM discipline of selling into strength and buying into weakness sets us apart from the crowd. This differentiated approach and our deployment of cash towards attractive opportunities laid the groundwork for the superior returns our portfolios generated in the first quarter of 2026.
Equity portfolios continue to have healthy cash levels as trims and dividends replenished the coffers. Cash is an advantaged asset in the current environment, and we look forward to using it to capitalize on attractive opportunities when they become available.
We are available if you want to discuss this further.
Yours Sincerely,
The Team at Heathbridge