Quarterly Letters

Q4 2014 Letter

We continue to believe that there are few better substitutes for our investable savings than owning quality stocks for growth and certain selective bonds for income and safety. Again, we witnessed two rapid recoveries in the stock market following volatility in October and December. Moreover, corporate share buybacks and acquisitions reinforced the dynamics of the equity bull market. However, potential big risks to North American equity investors are a potential rise in wage inflation and increased geopolitical unrest.

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150 150 Avenue Investment Management

Q4 2013 Letter

Avenue Investment Management has now been looking after client money for 10 years. In this quarter’s letter we will revisit our original purpose and discuss our present challenges. This will be followed by our usual discussion of the current investment climate and how we are positioning our investments for 2014.

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150 150 Avenue Investment Management

Q3 2013 Letter

Avenue Investment Management has now been looking after client money for 10 years. In this quarter’s letter we will revisit our original purpose and discuss our present challenges. This will be followed by our usual discussion of the current investment climate and how we are positioning our investments for 2014.

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150 150 Avenue Investment Management

Q2 2013 Letter

It is our belief that the American stimulative monetary policy will be coming to an end. We are witnessing an active realignment of bond and stock prices. We will do our best to describe how this impacts the various parts of our portfolio and how this creates an opportunity for additional investments.

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150 150 Avenue Investment Management

Q1 2013 Letter

In this letter, we discuss various topics regarding the Fed, the Canadian economy, and our thoughts on gold.

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150 150 Avenue Investment Management
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