Winter 2018/2019: Fund and portfolio update

February 8, 2019

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Despite a highly volatile fourth quarter, 2018 was a strong year for MD funds and portfolios. Given the sharp decline in equity markets, the diversification of MD portfolios helped to preserve capital. On a rolling 3-year basis, MD funds continued to stack up well against the competition.

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About Craig

CRAIG MADDOCK, CFP, CFA, CIM, MBA, is Vice President with the Investment Management team at MD Financial Management. He leads the team of portfolio managers and investment analysts responsible for managing the firm’s mutual funds and investment pools.

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Winter 2018/2019: Fund and portfolio update

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