Celestica: Mr. Market Gives Us A Perfect Opportunity To Load Up (Archive, Full Access)
Celestica offers a chance to ride accelerating AI demand at a sentiment-driven discount.
5-Minute Pitches
Ares Capital: I'm Not Bearish Anymore But Still Have Concerns (Archive)
Strong deal flow, AI‑exposed software book, rich relative valuation keep me Neutral/Hold on ARCC.
Credo: Fantastic Growth Drivers Ahead Make This A Buy (Archive)
CRDO levered to AI data centers, expanding beyond its flagship product of active electrical cables with underpriced growth and valuation tailwinds.
Sempra: A Safe Utility Way To Ride The Data Center Power Boom
Regulated rate-base growth, asset-sale-funded capex, and strong momentum support upside.
Performance
Portfolio Performance - Mar'26
Mar'26: ~8% annualized alpha, Sortino 1.8, IR 0.75, rare factor exposures style, low drawdowns. Strategy scalable to >$100M AUM. Live real-money.
Portfolio Performance - Feb'26
Feb'26: >9% annualized alpha, Sortino 2.5, IR 1.0, rare factor exposures style, low drawdowns. Strategy scalable to >$100M AUM. Live real-money.
Portfolio Performance - Jan'26
Jan'26: >11% alpha, Sortino 3.0, IR 1.2, rare factor exposures style, low drawdowns. Strategy scalable to >$100M AUM. Live real-money.
