Having just entered 2020, we eagerly wanted to share with you our strategy for the coming year. Throughout the course of two days and four sessions, we had around 80 clients attend our 20/20 Vision Economic Update. We hosted clients in smaller groups to provide a more intimate setting and to promote open discussion. Clients were able to informally meet and interact with many of our new team members prior to the presentation.

Our Chief Investment Officer, Benjamin Lau CFA ®, and lead Financial Analyst, Alan Ahmatovic, were front and center for the 20/20 vision event. As key members of the investment team, they have been central decision-makers regarding the overall strategic goals of the firm. Their responsibilities at the firm also grant them key insights into the day-to-day implementation of our strategies.

The event provided a clear lens into our outlook, process, and strategy going forward. The small group setting encouraged interaction with our investment team to help ensure clarity. Clients were able to inquire about topics such as: the domestic industrial sector, the current interest rate environment, and concerns regarding the trade conflict and its domestic implications.

According to our event surveys, the most valuable take away for clients in attendance was the investment strategy and philosophy. Ben and Alan were able to speak generally about the investment strategy as well as highlight specific positions to showcase our process. The team was able to discuss the logic, valuation, and execution behind an investment position, all the while relating back to the overall investment strategy. By actively engaging in this discussion, our clients were able to gain a clear understanding of the process, analysis, and reasoning behind the positions held in their respective portfolios.

We want to thank all of those who attended and look forward to seeing more of you at our future updates. As we have reviewed and emphasized our investment strategy, we would like to encourage you to meet with your wealth manager to review your goals and portfolios. We look forward to achieving our 20/20 vision together.