Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital. They talk about the journey, lessons learned, surprises, and their business principles and motivations. Arthur and Neil open their minds and playbook for Regency Capital’s future.
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Investment Letter | April 2025

We have experienced a benign 2025 so far despite a correction in the stock market and higher volatility. Modest stock allocations and gains in insurance stocks (our single largest industry exposure), gold, and newer fixed income buys have buoyed account values.
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