Market Review Most global equity markets rallied strongly during the first half of 2024. In the US, the S&P 500 […]
Client letter 2024
Dear Friends, For most investors, 2023 was year of many ups and downs. Despite some early choppiness, it closed with […]
March 2022 Ukraine commentary
March 1, 2022 While the facts on the ground with respect to the Russian invasion of Ukraine are constantly changing, […]
February 2022
February 24, 2022 Dear Friends, It’s hard to believe that it was 20 years ago that I moved back from […]
February 2021
To say that 2020 was a year like no other would probably be a significant understatement. With COVID […]
August 2020
As stock markets, particularly in the US, continue to soar upwards, I thought it might be useful to summarize our […]
February 2020
February 21, 2020 Founded in 2002, Polygon celebrated its 18th anniversary this year. Since inception, our primary strategy, Global Growth, […]
April 2019
Economic and Market Update Having recently spent several days in Washington at International Monetary Fund (IMF) and Bretton Woods Committee […]
February 2019
2018 was a difficult year for global investors, as virtually all asset classes and regions around the world declined. In […]
March 2018
I am pleased to be able to report that Polygon celebrated its fifteenth year investing on behalf of clients in […]