2024-04-03 08:40:00 ET
Summary
- Argosy Investors is a fee-only investment adviser seeking to earn above-average returns through a risk-conscious approach that allows us to maintain significant amounts of cash if the conditions warrant, and to deploy capital quickly and aggressively when opportunities are more plentiful.
- We ended the quarter with 51.8% of the portfolio in cash and short-term government bonds.
- During the quarter, we trimmed our position in Dream Finders Homes, and sold out of the Zero-coupon bond fund and Fallen Angel ETF.
- I purchased shares of Mesa Labs during the fourth quarter.
Dear Investors,
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For further details see:
Argosy Investors Q4 2023 Letter