KNA Capital First Quarter 2025 Update

In KNA Capital’s quarterly letter for the Core Equity strategy, Todd discusses investing in volatile markets, the power of nostalgia, an update on Nintendo’s Switch successor, and what’s weighing on the portfolio’s industrial stocks.

Please click the button below to read the letter.

Important disclaimer:

For informational purposes only. Not intended as investment advice or a recommendation of any particular security or strategy. Information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. For more information about KNA Capital, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov.