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Spiderman Rally: Climbing a Wall of Worry – Investor Newsletter – 2017 Q2

The market has scaled dizzying heights over the last 8 years.  Rallying in the face of political gridlock, stretched valuations, and a tightening Fed, the market is as undaunted as Spiderman swinging through Manhattan’s skyline. The rally may hang on longer, but investors must use their “spider-senses” to avoid any future pitfalls. As opposed to trying to call a top, RVP is staying disciplined and continuing to focus on finding undervalued segments of the market.

Read our full Q2 2017 Investor Letter

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