
Integer Investments: Our portfolio and views for 2017
We have just archived a turbulent but successful 2016. Our portfolio performed very well (26% ROC, 44.9% ROI) and we believe that we are well positioned for another great year. Yet, we enter 2017 with lots of skepticism. Risks abound and we take them seriously. Below are just a few examples of what could drive markets lower: Brexit: Although we have been reading about Brexit for long time, many investors have put this to the back of their mind. Yet, most problems are in front