This year’s annual retreat was held at Burr Oak Lodge & Conference Center in Glouster, OH. Over the course of three extremely productive days, thanks to the consulting team from McKinsey & Company, the Board of Trustees, senior management, and the entire staff at portfoliolongo.com revisited our organizational values and refreshed our vision and mission statements using 356 yards of butcher-block paper, 17 dozen scented markers, and 1,257 colored stickies. All together, the 36 participants invested a combined total of 6,854 lbs. of competence!
In addition to our Annual Report, a copy of which is being mailed to you, we hereby issue our Annual Christmas Letter for 2025 in keeping with our 15-year tradition. In accordance with our commitments to parsimony and stewardship, it’s O. You’re welcome to visit our North American headquarters over the holidays in Canaan Township, Athens County, where you will see our letter posted. (Click here to view previous annual Christmas letters.)

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