Q1 2022 Investor Letter B C M 2022, investor letter, tactical allocation, value January 11, 2022March 30, 2022 1 Minute BCM’s latest Investor Letter is available to clients at bellwethercm.com/letters. Share this:TwitterFacebookLike this:Like Loading... Related Published by B C M Bellwether Capital Management LLC is a registered investment adviser. All content on TheBellwetherBlog.com is for informational purposes only, is not advice, and is subject to copyright by Bellwether Capital Managment LLC. View all posts by B C M Published January 11, 2022March 30, 2022