Kawika Shoji, Author at Regency Capital

Investment Letter

Articles | Jan 22, 2025 | Neil Rose, CFA

Q1 2025 – Investment Letter 2024 was another good year for stocks overall thanks to continued strength in just a handful of the largest technology and internet companies. The famed “Magnificent Seven” once again comprised the bulk of stocks’ overall returns. The remarkable surge over the years in technology and internet stocks requires adjusting what […]

Articles

Aug 26, 2024

Thoughts from Paris: Part 2

Although some Olympians do work multiple jobs to fund their athletic pursuits, most are singularly dedicated to their sport with a steadfast commitment to personal improvement.

Articles

Aug 20, 2024

Thoughts from Paris: Part 1

The Games of the XXXIII Olympiad have officially come to an end. Paris 2024 gave us two weeks of riveting competition, inspiring stories, and a much needed, uplifting two week pause from divisive political landscapes and negative news cycles.

Articles

Jun 13, 2024

The First Step to Improving Luck is to Acknowledge that it Exists

Acknowledging the role of luck is essential, especially when reflecting on our own paths. It’s a reminder that circumstances beyond our control play a significant role in shaping our lives.

Podcasts

Feb 28, 2024

The P Word (Performance)

Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm.

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Podcasts

Feb 22, 2024

Common Client Questions

Neil Rose gives candid responses to common client questions that Kawika Shoji has received in these past weeks.

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Articles

Feb 21, 2024

The Elements of Value

It was a great year at Regency Capital. For me personally, I am learning, we are growing, and we continue to look for ways to improve. Part of this growth is to continually evaluate (kaizen) how we do things, our processes, and make sure we provide the value that clients deserve, value that also distinguishes us from competitors.

Articles

Aug 23, 2023

Skin in the Game

Kawika Shoji discusses the importance of Nassim Nicholas Taleb’s concept of Skin in the Game and the power of identifying incentives and (often hidden) asymmetries.

Articles

Aug 2, 2023

Time to get back in the Game?

As humans, we are not emotionally equipped to handle short term pain for long term gain. We are a fight-or-flight species, after all, seeking immediate gratification and immediate relief. Successful investing, like a lot of things in life, requires us to disobey our biology and animal brains.

Articles

Mar 24, 2023

7 Things I’ve learned in my first 7 Months at Regency Capital Management

Kawika Shoji shares his experiences and reflections during his first seven months at Regency Capital Management.

Articles

Feb 27, 2023

Finding Alignment: How My Core Values Led Me to Regency

Kawika Shoji shares his personal journey from professional volleyball to the financial world in hopes that it will inspire and help readers understand more about the team and the transition.