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NuTstuff taster

Sample Nutstuff investment letters to understand our value-add here to any investment process or to anyone who has to face investors asking “what the heck is really going on?” and “how are you thinking about (my money!) Portfolios with this backdrop?”After 30 years in this business I know I have great sources and insights and I can be freer to write with speed, conviction and make people think & question when there is so much macro waffle and group think with no differentiation and a total lack of investable conclusions!

July 2023

August 2023

September 2023+


Image by Ilona Frey
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