Progress Report:

Ingredients to End the Bear Market

April 22, 2020

Chief Investment Officer, Justin McNichols, CFA provides an update
from the March 25th initial examination of what needs to occur to end this bear market.

How does the Osborne Investment Team analyze new holdings especially during this unique time?
Justin explains the four-stage screening process for new positions.

And yes, an update on his #coronavirusbeard as well.  

We welcome you to reach out to your Portfolio Counselor with any questions.

Please stay safe and healthy!

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.