Investment Letter | January 2025

Investment Letter | January 2025
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.
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Keeping A Float: Insurance Deep Dive

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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