Q4 Quarterly Investment Update

In this Fourth 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 reviews our strong fourth quarter results, which caps off a year of excellent performance relative to the benchmarks for each of our mandates.

Newport adheres to a strategy of anticipating and planning for what lies ahead. While the market continues its rotation swings, and inflation and interest rates creep upwards, our diversification strategy is even more important to both protect and grow our clients’ capital. Our results reflect that strategy at work.

If your portfolio is not benefiting 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.