As the new year approaches it is the perfect time to begin reflecting on the past year and look forward to the next. At Portfolio Stewards, we are reviewing our investment strategies for the upcoming year, analyzing every strategy, interviewing every investment manager and checking in on their outlook for the upcoming year in order to position each and every portfolio for success.
We manage some of our portfolios directly but for others we hire external managers. These experts do more than just manage a portion of your portfolio. When they are brought on, we are hiring their specific knowledge, experience and expertise. It is essential for us to maintain an open line of ongoing communication with these managers.
On the evening of January 19th at 7:00 PM, we will be conducting a virtual roundtable discussion with four celebrated portfolio managers, each of whom manage parts of our portfolios, in order to tap into their views about the upcoming year.