Regency Capital, Author at Regency Capital

Investment Letter

Articles | Oct 11, 2024 | Neil Rose, CFA

Returns this year have been kinder than I would have expected given our rather conservative positioning. Stock allocations have been lower than usual, with little in information technology and internet-related stocks, two areas that have accounted for the lion’s share of the stock market’s returns in recent years.

Podcasts

Jul 3, 2024

Keeping A Float: Insurance Deep Dive

Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.

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Podcasts

Jun 25, 2024

Mid-Year Update 2024

Neil Rose and Kawika Shoji share some thoughts on the current market environment. They touch on the election, other macro considerations, and extended trends in stock leadership.

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