" 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

Media

Spring Market Update Virtual Presentation

In this quarter’s Virtual Presentation, MWG Talks: Spring Market Update, our Portfolio Managers Bruce Murray (CEO), Michael Hakes and Jamie Murray dive into current market conditions and discuss MWG portfolios & core investment strategies. MWG also tackles viewers’ questions in our live Q&A forum.

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Market Research

MWG Focus Stocks: Technology

A liquidity analysis of our technology growth holdings. After years of stimulus and low interest rates, the Federal Reserve has tightened its monetary policy. This has shortened investor time horizons and brought into focus current profitability versus future profitability. When capital is cheap and abundant (e.g., 2021), hurdle rates tend to be lower and companies […]

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Portfolio Updates

May 2022 | Portfolio Update

Thoughts on the Market: May Edition Written by Jamie Murray, CFA  Volatility continued in May, with markets falling as much as 7% in the first 11 days of the month before rebounding by month-end.

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