" We are focused on building your wealth through World Class Investing Together "

Bruce Murray

Professional Investment Management Services

Global Equity Growth

Income Growth Fund

Separately Managed Accounts


Market Research

MWG Focus Stock: LVMH

We added LVMH to the Global Equity Growth portfolio in the fall of 2021 and have been adding to it through 2022. We now have a 3% weight.    LVMH is the world’s leading luxury goods group with numerous well-known brands across a variety of segments: Wines and Spirits, Fashion and Leather Goods, Perfume and Cosmetics, […]


Portfolio Updates

August Portfolio Update | 2022

Thoughts on the Market: August Edition Never let a good crisis go to waste. Russia has now shut off gas to Europe (figure 1). The timing could not be worse as it follows a summer of heat waves and droughts as well as a large French nuclear power maintenance cycle. It is clear that Putin […]


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