Letters Archives - Page 2 of 2

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.

Letters

Dec 6, 2021

Fairfax Financial Tender Offer

You may have recently received a notice from your brokerage regarding the “modified Dutch tender auction” from Fairfax Financial Holdings Limited.

Articles

Aug 8, 2021

Investment Commentary Q2 2021

Stock prices are up double digits this year, with markets shrugging off the global pandemic and rising inflation. Most fixed-income (bond) indexes are slightly down year-to-date.

Articles

Jun 8, 2021

Introducing Kayla De Leon

I can happily announce Kayla De Leon has joined Regency Capital as Director of Administration. Kayla comes to us from Northwestern Mutual where she was Operations Manager, leading and implementing numerous administrative and operational processes for the firm’s Hawaii office.

Articles

Feb 20, 2021

Introducing Arthur J. Mallet and Olina Cavedoni

I am thrilled to introduce you to the first hires at Regency Capital, two major talents I had the pleasure of working with at Cadinha & Co. In Arthur and Olina, I feel like I got my top “draft picks.”

Articles

Jan 23, 2021

Next Steps at Regency Capital Management Inc.

recently read that it has never been easier to start a business nor harder to scale one. I don’t know about the latter, but over the past three weeks, I’ve found the former is absolutely true.

Articles

Jan 4, 2021

Day One at our new firm, Regency Capital Management Inc.

To state the obvious, 2020 was a year like no other. For me, in addition to dealing with a historic pandemic and wild, bipolar stock market—I turned 40. The birthday milestone with a Covid crisis predictably meant a lot reflection, contemplation, and circumspection.