Monthly Archives: December 2024

November Portfolio Update | 2024

Thoughts on the Market: November Edition

Trump 2.0

The sweeping Republican win in the United States election was a clear signal that voters demand change. Despite numerous reasons not to vote for Trump, the vote shifted red across most of the country. Figure 1 illustrates this shift in margin in terms of raw votes. Notably, large metro centers like New York City, Southern California, Chicago, Houston, Miami, and Minneapolis are some of the darkest red areas on the map. Please see the full article from NPR.

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MWG Focus Stock: Northwest Healthcare REIT

Northwest Healthcare REIT

Written by Head of Research & Portfolio Manager, Jamie Murray, CFA.

We own units of Northwest Healthcare Properties REIT (NWH) in our Income Growth Fund. NWH is a globally diversified healthcare real estate investment trust (REIT) focused on owning and managing a portfolio of healthcare facilities such as medical office buildings (MOBs) and hospitals. The REIT has operations in Canada, the United States, Brazil, Australia/New Zealand and Europe (it recently divested its operation in the United Kingdom). Read

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