Quarterly Material
Latest Quarterly Conference Call
Please email conference.calls@eicatlanta.info for a link to the video.
Latest Quarterly Commentaries
View or download our summary of last quarter’s portfolio changes and our outlook on the current market.
All-Cap (PDF)
Large-Cap (PDF)
Mid-Cap (PDF)
Latest Quarterly Fact Sheets
View or download our last quarter’s fact sheets.
All-Cap (PDF)
Large-Cap (PDF)
Mid-Cap (PDF)
Archived Quarterly Commentaries
Archived Quarterly Commentaries
Last 2 Years of our Quarterly Commentaries
Frequently Requested
How We Navigated The Bubbles
Commentary Excerpts (1999-2022) – PDF