Q3 Quarterly Investment Update

In this Third Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney shares how we’ve positioned our mandates to protect capital, while continuing to generate cash flow and returns. Mark describes how our third quarter of strong performance is the result of three principles: 1) our time-tested investment approach 2) diversification built on a strategic mix of asset classes, and 3) a disciplined response to market conditions to both protect and grow capital. The results we’ve achieved year-to-date demonstrate these principles at work.

If your portfolio could benefit 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.