by Richard Kent | Feb 4, 2026 | Winter2026Newsletter
In 2025 the Quaker Growth and Income Fund returned 12.3% net of fees, nearly at its 3-year average and reflective of a strong year for markets overall. Behind the headline numbers, however, was a complex picture that calls for a closer look. The past year was...
by Richard Kent | Jul 31, 2025 | Summer2025Newsletter
To paraphrase country rock group Alabama’s 1985 hit, you can’t keep a good market down. The fear that gripped the markets after President Trump’s April 8th “Liberation Day” tariffs has given way to a more measured approach to trade rhetoric. This shift...
by Richard Kent | Jul 3, 2025 | Winter2024Newsletter
With 2024 in the rear-view mirror, investors appear guardedly optimistic following a year of generally solid economic and stock market performance. Dominated by mega-caps and technology stocks, the S&P 500 Index posted a +25.1% return in 2024, marking the first...
