By Scott Ronalds

It was an ugly quarter for stocks, with most major markets suffering double-digit declines. The bond market, on the other hand, had its strongest showing in 15 years (government bond yields now stand at levels not seen since the 1940s).

Our funds declined, but held up better than the market. Their focus on high-quality, non-speculative companies helped dampen negative returns.

In this podcast, we review the quarter in further detail and highlight some of the key takeaways from our Quarterly Report.

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