Recent Blog Posts

Samantha McLemore's Quarterly Letter

Samantha McLemore | 07/11/25

2Q25 Samantha's Quarterly Letter

Here from our CIO and Founder, Samantha McLemore on the Markets

Portfolio Activity and Attribution

Christina Siegel Malbon | 07/11/25

2Q25 Portfolio Activity and Attribution

Christina Malbon, CFA, Reviews the Strategy for 1Q25

Weekly Performance Review

Finn McGinnis | 07/09/25

Opportunity Equity Weekly Update for 6/27/2025 – 7/3/2025

QXO Rises on Bullish Initiation Report While Alibaba Falls on Price War Concerns