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    From the Desk of the Chief Investment Officer July 2026

    Reality Keeps Score I have to admit something. I really didn’t see this one coming. If you’d told me a year ago that I’d be opening our mid-year update talking about how much of my summer has been dominated by World Cup soccer, I would not have believed you. What first grabbed me was the physicality, and I don’t think watching on TV does it any justice. These players are flying all over the field at full speed, sacrificing their bodies, absorbing contact, getting knocked around, getting back up, and doing it all over again. Every once in a while there’s a player or two who looks like they’re auditioning for an Academy Award. But if you watch enough matches, you quickly realize the flopping isn’t what the game is about. The overwhelming majority of what you’re watching is toughness and discipline and conditioning. It’s the willingness to do the things that oftentimes nobody notices.

    From the Desk of the Chief Investment Officer 2026

    Progress Rarely Feels Comfortable Just a few weeks ago, my car was in the shop, so I opened up a...

    From the Desk of the Chief Investment Officer July 2025

    The Triumph is in the trying Growing up in South Portland, Maine, you didn’t have to be a runner to...

    From the Desk of the Chief Investment Officer

    "It's Coming" Who doesn’t love a big thunderstorm? The rumble of thunder, the streaks of lightning,...

    October 2024 Newsletter

    Hello October! So many great pieces in this issue of the Long View: there’s something for everyone....

    September 2024 Newsletter

    The End of slumber Is it the end of the summer, or would it be more accurate to say it’s the end of...

    August 2024 Newsletter

    What's Going on in August? With less than two weeks left, August sees the official end of summer...

    July 2024 Newsletter

    Summer’s In Full Swing We hope your July was full of the best of summer, and that it included some...

    From the Desk of the Chief Investment Officer 2024

    Lessons from the Diamond: Applying Baseball's Mindset to Investing Of all the great things I love...

    2024 Newsletter - Reflecting on the Evolving World of Equity Markets

    A new year is here, and with it, an opportunity to send you my January letter, as has now become...
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