The recent dispatch of the third quarter letter was a thankless event, as the losses from the market and in your portfolio were sobering. For that reason, we wanted to give you a bit of good news. October was our best month ever, with the investments that had treated us so poorly in August and September rebounding sharply.

Continue reading Mid-Fourth Quarter, 2011

The views presented in the attached letters are those of Grisanti Brown & Partners' investment professionals as of the date of each of the letters and may not have reflected their views as of the date they were first published or at any time thereafter. Each of these letters contain broad discussions of investment techniques and methodologies that GB&P utilized during the period covered by each letter. These views are intended to assist clients in understanding GB&P and do not constitute investment advice. None of the information presented should be construed as an offer to sell or recommendation of any security mentioned therein.

Continue reading Mid-Third Quarter, 2010