Kawika Shoji, Author at Regency Capital

Investment Letter | April 2025

Articles | Apr 18, 2025 | Neil Rose, CFA

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.

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.