Monthly Message

The Wutherich & Co. Composite was up 4.8% in May. This compares with the S&P/TSX up 3.0% and the BMO Small Cap Index up 6.1%.

As of May 31st, we are up 54% from our low of March 23^rd but still down 33% from our all-time high on February 19^th. Reflex rally? Maybe, but it does seem like things got overcooked to the downside in February and March. I don’t make many “big picture” comments but I do think that the easy money has been made. It will get harder from here. The market will sort through the actual survivors from wannabes. Naturally, we think we have a portfolio of survivors. We know that we gave up our performance advantage over the last several months but think that the names we own will get us back there over time.

JF and I sincerely hope that you and your families are doing well. We would also like to thank you for your continued support during these extra-ordinary times.

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Monthly Message The Wutherich & Co. Composite was up 22.3% in April. This compares with the S&P/TSX up 10.8% and the BMO Small Cap Index up 23.2%. As of April 30th, we are up 47.5% from our low of March 23rd but still down 36.1% from our all-time high on February 19th. We have gone from […]

Monthly Message The Wutherich & Co. Composite was down 40% in March. This compares with the S&P/TSX down 17.4% and the BMO Small Cap Index down 28.5%. We understand how striking the -40% number is to all of us. JF and I have the majority of our net-worth in this portfolio and feel the pain right […]

Bulletin Dear Clients and Friends, Our regulators require us to have a Business Continuity Plan in place. It is allowed to be shaped according to the size and type of our business. They now want to see this plan implemented.  As many of you know, J-F and I are the only two employees of Wutherich […]

Monthly Message The Wutherich & Co. Composite was down 8.0% in February. This compares with the S&P/TSX down 5.9% and the BMO Small Cap Index down 8.9%. The coronavirus continues to rock markets and our portfolio. Though this is a tremendous human tragedy for those directly affected by the virus, we don’t believe that this is […]

Monthly Message The Wutherich & Co. Composite was up 1.2% in January. This compares with the S&P/TSX up 1.7% and the BMO Small Cap Index down 2.1%. It has been rocky start to the year with the coronavirus being the latest reason to trade stocks. We have lived and invested through SARS, H1N1, Ebola, MERS and […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event. Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”.  –  INVITATION PDF  –

Monthly Message The Wutherich & Co. Composite was up 4.1% in December. This compares with the S&P/TSX up 0.5% and the BMO Small Cap Index up 5.4%. Happy New Year one and all! Is it too much to ask for 2020 being as good as 2019? The Wutherich & Co. Composite posted a 31.1% return in […]

Bulletin J-F and I would like to wish our clients and friends a Merry Christmas and Happy Holidays!!! May this time of year be full of warmth and joy for you and your families.   We would also like to take this opportunity to remind you of our January 23rd Annual Update and Cocktail. We […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event. Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”.  –  INVITATION PDF  –