by Aaron Chaze | Sep 27, 2021 | Investing, Management Commentary, Market Update
The second quarter of 2021 saw continued appreciation of stock prices buoyed by rising commodity prices, especially copper and crude oil. The Vulcan Intrinsic Value portfolio gained by 6.0% for the quarter that ended June 30 and has appreciated by 22.1% for the year....
by Aaron Chaze | Jun 15, 2021 | Management Commentary, Vulcan News
Vulcan Asset Management is pleased to announce the appointment of Jeffrey R Roy, CPA, CA to its Board of Directors. With over 25 years of finance, data management, tax, and audit experience, Jeffrey will be overseeing financial reporting, annual audits and advising on...
by Aaron Chaze | Apr 27, 2021 | Investing, Management Commentary, Market Update
Performance The first quarter (January to March) of 2021 saw a continuation of the market trend we saw in the last quarter (October to December) of 2020, which is an upward momentum in stock prices. The Vulcan Intrinsic Value portfolio gained 15.2% in the first...
by Aaron Chaze | Apr 27, 2021 | Investing, Management Commentary, Monthly Newsletter
A Comparative Look at the Intrinsic Value Portfolio Back in the third week of March, as our world was collapsing all around us, it would have been unthinkable to predict a 17.0% in appreciation in the portfolio by year’s end. And yet, as the global financial markets...
by Aaron Chaze | Dec 1, 2020 | Investing, Investment 101, Management Commentary, Market Update
Fabulous news for BlackBerry! Expanding its association with Amazon Web Services is the news of the day, with the stock jumping 40.0%! BB has been the most underestimated and undervalued stock in the tech world. Before the announcement of this news, BB traded at just...
