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    The "Portfolio Review" is a quarterly newsletter designed expressly for clients of the firm.  This page contains a list of Adrian Day Asset Management's most recent issues of the "Portfolio Review".  You may browse through and download any of the archived issues posted here, or register to receive the latest issue.

    In addition, from time to time Special Reports are posted here on timely and relevant topics that might affect our outlook and investment strategy.  

    These documents are in .pdf format and you will need Adobe Acrobat Reader in order to see them. If you do not already have Adobe Reader on your computer, you may download it free of charge by clicking the icon below.

    Should you have any questions regarding any of the material you read, feel free to contact us for more information.


     
     
    Current Issue


     
  • April 2014   

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    Newsletter Archives


     
  • January 2014    Contrarian value investors lose in liquidity-driven rally
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  • October 2013   
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  • July 2013   
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  • April 2013    Many Markets Weak Despite New US Highs
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  • December 2012    Markets Do Well Despite Budget Gloom
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  • October 2012    Global Stimulus Continues: Buy Gold
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  • July 2012    We outperform in a bad quarter; gold stocks present opportunity
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  • April 2012    Global Stocks to Rally?
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  • January 2012    Outlook for Global Stocks Good, Despite Economic Uncertainty
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  • October 2011    Hold Undervalued Stocks and Ride out the Weakness


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