Our Investment Views

1999 Q2 Market Letter

1999 Q2 Market Letter

Second Quarter 1999 – Market Overview, Professional Profile on Michael Knebel

1999 Q1 Market Letter

1999 Q1 Market Letter

First Quarter 1999 – Market Overview, Professional Profile on Ralph Cole

1998 Q4 Market Letter

1998 Q4 Market Letter

Fourth Quarter 1998 – Market Overview, Professional Profile on Don Rainer

1998 Q3 Market Letter

1998 Q3 Market Letter

Third Quarter 1998 – Market Overview, Professional Profile on the Equity Team (Rudd, Hosfield, Kralj, Cole, Dordevic, Holwerda

1999 Q3 Market Letter

1999 Q3 Market Letter

Third Quarter 1999 – Market Overview, Professional Profile on George Hosfield

1998 Q2 Market Letter

1998 Q2 Market Letter

Second Quarter 1998 – Market Overview, Professional Profile on Shawn Swagerty

1998 Q1 Market Letter

1998 Q1 Market Letter

First Quarter 1998 – Market Overview, Professional Profile on Derek Thomsen

1997 Q4 Market Letter

1997 Q4 Market Letter

Fourth Quarter 1997 – Market Overview, Professional Profile on Joe Ferguson

1997 Q3 Market Letter

1997 Q3 Market Letter

Third Quarter 1997 – Market Overview, Professional Profile on the Fixed Income Team of Wayne Purdy and Marc Fovinci

1997 Q2 Market Letter

1997 Q2 Market Letter

Second Quarter 1997 – Market Overview, Professional Profile on Kerrie Young

1997 Q1 Market Letter

1997 Q1 Market Letter

First Quarter 1997 – Market Overview, Professional Profile on Jim Rudd

1996 Q4 Market Letter

1996 Q4 Market Letter

Fourth Quarter 1996 – Market Overview

1996 Q3 Market Letter

1996 Q3 Market Letter

Third Quarter 1996 – Market Overview, Professional Profile on Wayne Purdy

1996 Q2 Market Letter

1996 Q2 Market Letter

Second Quarter 1996 – Market Overview, Professional Profile on Roger Van Winkle

1996 Q1 Market Letter

1996 Q1 Market Letter

First Quarter 1996 - Market Overview, Professional Profile on Robin Freeman and small blurb on proxy voting policy

1995 Q4 Market Letter

1995 Q4 Market Letter

Fourth Quarter 1995 – Market Overview, Professional Profile on Dean Dordevic

1995 Q3 Market Letter

1995 Q3 Market Letter

Third Quarter 1995 – Market Overview, Company Profile on Ferguson Wellman Employees

1995 Q2 Market Letter

1995 Q2 Market Letter

Second Quarter 1995 Market Overview, insert “Japan: An Investor’s Eye View” by Jim Rudd, Professional Profile of Mark Kralj

1995 Q1 Market Letter

1995 Q1 Market Letter

First Quarter 1995 – Market Overview, Professional Profile of Paul S. Clayson