Portfolio Update: Actively Passive Investing
We close the month with the portfolio narrowly beating the index by 9bps since inception. With the FIFA World Cup looming, I reckon there are potential runners in the bag which will help the portfolio.…
Portfolio Update: February 2025
Update for the month of February 2025. New positions include BMBL, TGI, VSTS. TD and KLG Puts closed out. No major long term changes to the portfolio Marketable Securities The top 5 marketable securities held…
Portfolio Update: January 2025
Update for the month of January 2025. New positions include SUM, ATSG, HOG Puts (Short), along with commentary on the HOG thesis, the missed ATSG investment (currently in play as a merger arbitrage deal), and…