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 2026
2026 has already delivered two major inflection points: a generational leap in AI capability and the U.S.-Iran war. In this investment letter, Neil Rose shares why Regency Capital remains defense-first and breaks down what the Iran conflict means for oil, markets, and our current portfolio positioning.
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