Browse our selection of quarterly newsletters to learn more about the candor and perspective of Sandhill’s Founder and Co-Managing Partner, Tim Johnston.
Sandhill delivered a really good first half of 2023. We are pleased to deliver returns well in excess of the market. As importantly, our books…
Sandhill delivered a very good quarter to its clients. The Concentrated Equity Alpha (CEA) composite returned +9.4% net of fees vs. a return of +7.2%…
After a difficult start to the year, Sandhill returned to form. We had a terrific year. We beat our benchmarks for every product in a…
The bear market is not over. Before it is over, there will be a capitulation and you will not want to be an investor. The…
This was a comment from my January 2022 newsletter: “What inflation and interest rates do will be the main event for the stock market.” This…
The investment environment is unattractive. Rapidly rising interest rates, runaway inflation, a Federal Reserve asleep at the wheel (and finally waking up), supply chains strained…
Sandhill did not do its usual bang up job with our CEA equity product in 2021. Our other three products had terrific performance. We fully…
Our weakness remains our short term equity performance in our flagship CEA equity product. We like our portfolio and will remain patient. That said, it…
