Night Watch Investment Management Q4 2024 Update
Source: SeekingAlpha
2025-01-10 03:15:00 ET
Summary
- Q4 2024 saw high volatility due to shifting sentiments post-US elections and Federal Reserve's revised interest rate cut projections for 2025.
- Many of our investments worked out as expected, with a total of 10 companies contributing more than 1% to our performance. T.
- Key themes include offshore energy, countercyclical plays, aerospace, consumer basket, US housing, European value, emerging markets, and fiscal stimulus/reshoring.
Performance
| Note: This document contains excerpts from the Investor Letter that was published to current and prospective LPs. In order to comply with all applicable regulation, certain performance data and portfolio data has been omitted. Please sign up for our quarterly letter on our website to receive complete updates inclusive of performance data. |
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Night Watch Investment Management Q4 2024 Update
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