Our Views

Q1 Quarterly Investment Update

 

 

In this First Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney reviews our performance, the portfolio changes we implemented and how our strategy and patience have been rewarded thus far. Listen as Mark highlights some the new investments we made in the quarter and the opportunities we think will add value in 2021.

If your portfolio is not benefiting from broad asset class exposure and proactive investment management, we invite you to get in touch. We would be happy to arrange a call or video conference with a member of our wealth management team to learn more about Newport’s approach.