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Q1 2024 Letter - Rising to the Top
Market continues to march higher while inflation proves to be sticky and geopolitical risks continue to increase. Quarterly Performance...

Daniel Fas
Apr 15, 20244 min read
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2023 Annual Letter
The S&P500 closed out 2022 with a 20% loss and every economist was predicting a recession to kickstart 2023. That recession prediction,...

Daniel Fas
Jan 9, 20245 min read
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Q3 2023 Letter - A World In Motion
Equity markets have been spooked by climbing treasury yields with the 10-year now hovering at 5.0%. Equity performance year-to-date...

Daniel Fas
Oct 22, 20233 min read
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