January 3, 2023

January 2023 Newsletter

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…

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…

April 19, 2022

April 2022 Newsletter

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…

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