Newsletter October, 2020

While one needs to have a well-diversified approach to investing across asset classes (fixed income, equity, real estate) we would like to specifically address allocations under the subset of equities. While we have spoken about the importance of diversification amongst stocks, sectors and importance of drawdowns in the past we think the time is most apt to talk about the importance of holding investments across a variety of companies limited not just to large caps but also mid and small caps.