ST. JAMES INVESTMENT COMPANY

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Holding: TRV

Core Equity Portfolio Update: 15-May-2020

Posted: May, 20, 2020

With the enormous price volatility experienced in the stock market over the past several months, we made several changes to the core equity portfolio.  Before we review some of these changes, we believe that a simple investment framework will help understand our logic, beginning with Benjamin Graham’s definition of investing: “An investment operation is one … Continue reading “Core Equity Portfolio Update: 15-May-2020”


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