KNA Capital Q4 2024 Letter

KNA Capital’s Core Equity strategy fourth quarter 2024 letter can be found by clicking the button below. The letter features a discussion of our investments in Brown-Forman and Domino’s, two sell decisions in the quarter, how interest rates impact valuations, and how autonomous vehicles could have an impact on our daily lives in the next few years.

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.