Weekly Performance Review

Finn McGinnis | 04/15/25

Opportunity Equity Weekly Update for 4/4/2025 – 4/11/2025

The Magnificent 7 Moves Higher while Biogen Falls on Leqembi Guidance Cut

Samantha McLemore's Quarterly Letter

Samantha McLemore | 04/15/25

1Q25 Samantha's Quarterly Letter

“Everyone has a plan until they get punched in the face.” Mike Tyson

Portfolio Activity and Attribution

Christina Siegel Malbon | 04/09/25

1Q25 Portfolio Activity and Attribution

Christina Malbon, CFA, Reviews the Strategy for 1Q25