Q1 2023 Market Update

Everything, everywhere, all at once. It is not just an Oscar-winning film, it perfectly describes the investment environment of the moment. Quarter after quarter it seems like we see headlines that one might assume are taken from a movie, or in some cases are even too strange for Hollywood. The first quarter of this year was no different. Who could have imagined that we would have been so captivated by some of the first clear applications of AI, Chinese spy balloons, or an old-fashioned run on the banks? These continue to be interesting times, and for every concern or moment of strangeness, we see tremendous opportunities for investors.

Read More