Commentary

Quarterly commentary by Alpine Private Capital

Latest Commentary

Inflation, Markets and Returns

 

Financial market prices continued to rise in the second quarter with equity-market values hitting all-time highs compared to cyclically adjusted profits. The ACR investment team, while satisfied with our current holdings, are struggling to find new investments that meet our quality and return requirements. For more than 21 years we have exercised patience. We are not about to change stripes now.

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