Q1 2023 Quarterly Investment Update

From the unforeseen bank collapses in the U.S. and Europe to public equity swings, it’s been another quarter for the record books.

In our Q1 2023 video update, Newport’s Chief Investment Officer, Mark Kinney, talks about how Newport performed in the face of the abrupt shifts in market expectations. Despite the challenging environment, all five of Newport’s mandates posted positive returns for the quarter. The results reflect our belief that investing with a long-term view is the best way to safeguard your wealth.

While some indicators point to a recession, our years of experience caution us not to rely on those that paint the rosiest picture. It is neither realistic nor actionable. Newport’s seasoned Investment Committee continues to act prudently, gathering insights from our specialty managers, and adhering to our strategy.

Having a strategy and sticking to it is a winning formula. If your current portfolio is not benefiting from broad asset class exposure and a pragmatic and strategic approach to protecting your wealth, we invite you to get in touch. We would be happy to arrange a call with a member of our wealth management team to learn more about Newport’s approach.

Watch our video update to learn more.