Springtime for Income

Springtime for Income
Neil Rose and Arthur Mallet explain why the historic drop in bond prices—amid a bear market in stocks, no less—is raising longer-term income generation in Regency Capital portfolios.
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Relentless Value: Lessons from Costco

Relentless Value: Lessons from Costco
Neil says to understand Costco is to understand Regency Capital’s approach to stocks. It's a long term holding in a business that’s well-known but perhaps not fully understood: “Costco is not a retailer.”
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Investment Commentary Q2 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.
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