SSK: Great job with the SSKMP managed portfolio. Up 22.8% for 2015 is very impressive compared to a 5.7% loss for the Russell 2000. And even more impressive when considering that you often carried a substantial cash position. If you'd been on margin instead of holding cash your return would far greater. Which is not to suggest that I advocate margin borrowing in this lackluster market, but just making the observation for those willing to take on more risk.
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