2016 1st Quarter Performance Update

Our flagship managed account, the BAM Rising Dividends Portfolio, finished the 1st quarter up roughly .50% (1/2 of 1%).  The quarter, marked by major swings in global stocks as unloved energy and commodity sectors rebounded sharply, showcased both turmoil and resilience as relief finally came to the emerging market sector.  The BAM Rising Dividends Portfolio finished on a high note as the portfolio rose almost 6% during March; A remarkably unremarkable ending to this year’s first 3 months.  See the updated BAM Rising Dividends Portfolio fact sheet, including holdings and performance results by clicking here.