The P Word (Performance)

Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm. Past performance is never indicative of future results but looking back at the All-Weather Absolute Return, Balanced & Diversified, All Stock, Global Stock and Income Plus results as a way to evaluate process is always a valuable tool. Long-Term vs. Short-Term view of performance.The emotional components of investing. How leaning into a process can minimize emotionally driven decisions.Why now is an interesting time for income investors.