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Q1 2025 Letter - Turbulent Times
U.S. stock markets experienced a challenging first quarter in 2025, with major indices like the S&P 500 and Nasdaq posting negative...

Daniel Fas
May 12, 20253 min read


2024 Annual Letter
2024 Annual Letter

Daniel Fas
Jan 22, 20258 min read


Q3 2024 Letter - Life Goes On
The U.S market rally broadened during Q3 with REITs and Utilitity sectors leading the way. Inflation continues to cool, economic data...

Daniel Fas
Nov 7, 20242 min read
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