Investment Reports for The Montana Charitable Foundation are available here in PDF format.  Reports are updated following the end of each calendar quarter.
 

2009

• 4th Quarter - Investment Performance Summary
  • Investment Strategy Report
• 3rd Quarter - Investment Performance Summary
  • Investment Strategy Report
• 2nd Quarter - Investment Performance Summary
  
  • Investment Strategy Report
• 1st Quarter - Investment Performance Summary
  
  • Global Market Summary

2008

• 4th Quarter - Investment Performance Summary
  
  • Global Market Summary
• 3rd Quarter - Investment Performance Summary
  
  • Global Market Summary
• 2nd Quarter - Investment Performance Summary
  
  • Global Market Summary
• 1st Quarter - Investment Performance Summary
  
  • Global Market Summary
• February 2008 New Allocation Report
• "The Beginning of Wisdom" article, by Bob Fry

2007

• 4th Quarter - Investment Performance Summary
  • Global Market Summary
• 3rd Quarter - Investment Performance Summary
  • Global Market Summary
• 2nd Quarter - Investment Performance Summary
  • Global Market Summary
• 1st Quarter - Investment Performance Summary
  • Global Market Summary 
     

2006

• 4th Quarter - Investment Performance Summary
  • Global Market Summary
• 3rd Quarter - Investment Performance Summary
  • Global Market Summary
• 2nd Quarter - Investment Performance Summary
  • Global Market Summary
• 1st Quarter - Investment Performance Summary

2005

• 4th Quarter - Investment Performance Summary
• 3rd Quarter - Investment Performance Summary 
• 2nd Quarter - Investment Performance Summary
• 1st Quarter - Investment Performance Summary

 
2004

• 4th Quarter - Investment Performance Summary
• 3rd Quarter - Investment Performance Summary 
• 2nd Quarter - Investment Performance Summary
• 1st Quarter - Investment Performance Summary