April 12, 2023

April 2023 Newsletter

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%…

October 21, 2022

October 2022 Newsletter

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…

July 12, 2022

July 2022 Newsletter

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…

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