Insights
In the field of portfolio management, age old consensus presumes that concentration and volatility always go hand-in-hand. But is this really true?
Certainly, Seabird credits much of our clients’ outperformance to their willingness to hold slightly concentrated portfolios. But have we been just unwittingly taking on risk? The volatility
Bluegreen Vacations Holding Corporation to be Acquired by Hilton Grand Vacations
BOCA RATON, Fla.–(BUSINESS WIRE)–Bluegreen Vacations Holding Corporation (NYSE: BVH) (OTCQX: BVHBB) (the “Company” or “Bluegreen Vacations”) announced today that it has entered into a definitive
Puerto Rico Tax Collections Surpass Budget by $524 Million
“Puerto Rico continues to outperform public perception. Of particular note is the strength in sales tax collections which are pledged against newly issued bonds.” -AP
Berkshire Hathaway Annual Meeting
“At 91 and 98, Warren and Charlie remain two of the world’s great purveyors of common sense, rational thought, and investment wisdom.” -AP
Welcome to Seabird’s new Insights page!
In addition to our quarterly memos, we hope that you will find Insights a useful resource to stay informed about any news pertinent to our
