September 2021 was an interesting month which began in another overall weak environment. For a lot of smaller companies, selectivity is key. Now, it doesn’t mean that the whole space isn’t doing well. Sometimes, it just happens that a broad portfolio of companies will not do well at the same time.

While there are some momentum plays going on, a lot of them are not lasting.

We’re still staying the course and seeking great companies to invest in, assessing new risks as they come into the market, and further reassessing our positions and model portfolios. Thanks for watching the video replay below.

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