From the Osborne Partners Investment Team 

March 16, 2020

We welcome you to watch Jay Skaalen, CFA present on behalf of the Osborne Partners Investment Team.  

In this 5 minute video: 

  • How the emergence of COVID-19 has impacted financial markets 
  • Where markets stand today 
  • Why it is important to stay invested and true to a methodical discipline (hint: the best days often occur right near the worst days - example Thursday/Friday last week) 
  • How the Osborne Partners Investment Team is approaching the current situation

The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.