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Night Watch Investment Management Q2 2025 Investor Letter

Source: SeekingAlpha

2025-07-02 03:20:00 ET

We are pleased that our portfolio showed resilience during the elevated market volatility in March and April. Our decision during Q1 to cut back on names with strong correlation to GDP and elevated debt levels paid off when the market briefly panicked about the uncertainty caused by the proposed tariffs....

Read the full article on Seeking Alpha

For further details see:

Night Watch Investment Management Q2 2025 Investor Letter
X-FAB Silicon Foundries

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