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Keebeck Quarterly - 4Q19

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In our year end quarterly letter, we have a little fun, touching on everything from Hank Williams and Waylon Jennings to Fred Rogers. We also discuss the driving force behind strong returns across many asset classes in 2019. Compared to 2019, we wouldn’t be surprised if volatility were to reemerge at some point in 2020. We also explore some non-consensus themes and opportunities we have been researching, including unexpected signs of inflation, international value plays as well as an out of favor sector, energy.

Read our letter: www.keebeck.com/quarterly

Disclaimer:
Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

Keebeck Wealth Management is an investment advisory firm in Chicago. Keebeck is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Keebeck only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Keebeck’s current written disclosure brochure filed with the SEC which discusses among other things, Keebeck’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
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Waylon Jennings
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