Recently, I sent a piece titled "Concentrated portfolio approach versus diversified portfolio." SWCM investors have a very large and concentrated position in
In compliance with the SEC, we are required to make our Form ADV Part 2 available annually to SWCM clients.
Our latest Form ADV Part 2 is also now available
Over the past year Palantir Technologies (PLTR ) has been one of the best performing investments in SWCM accounts. I expect this performance to continue as
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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