| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
Nixon Capital views Q1 2026's extreme market volatility, driven by geopolitical conflicts and oil price shocks, as creating opportunities for disciplined long-term investors. Crude oil doubled from $57 to over $112 per barrel due to Middle East conflicts, representing a statistical outlier move. The firm emphasizes that volatility is the toll paid to earn equity returns, with the S&P 500 historically declining an average of 14% intra-year yet posting positive annual returns 76% of the time since 1980. Consumer sentiment has reached historically poor levels at 53.3, marking only the sixth time below 55 since 1971, with prior episodes followed by average S&P 500 returns of 19.5%. The manager sees growing numbers of quality businesses trading at valuations embedding modest growth assumptions, with high-quality compounders repriced from 20-plus times earnings to mid-teens due to macro compression. Nixon Capital is steadily accumulating quality franchises with durable competitive positions during these conditions, maintaining rational optimism about long-term prospects while acknowledging near-term challenges.
Nixon Capital believes that current extreme market volatility and historically poor sentiment create attractive opportunities for long-term investors to accumulate quality businesses at valuations that embed overly pessimistic assumptions about future cash flows.
The manager expects the near term will not be easy with potential earnings resets and worsening macro narrative, but believes the path forward will be jagged. They maintain rational optimism based on human ingenuity, markets, and institutions historically finding ways to adapt and improve even from bleak starting points.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Apr 9 2026 | 2026 Q1 | - | Geopolitical, long-term, oil, Sentiment, value, volatility | - | Nixon Capital sees Q1 2026's extreme volatility from geopolitical conflicts and oil shocks as creating opportunities. With consumer sentiment at historically poor levels and quality businesses trading at compressed valuations, the firm is accumulating franchises with durable competitive advantages. They maintain rational optimism for long-term returns despite expecting continued near-term challenges. |
| Jan 14 2026 | 2025 Q4 | - | consumer, Investment Philosophy, Perspective, tariffs, value | - | Nixon Capital advocates looking beyond market perceptions to underlying business realities. While 2025 tariff fears drove consumer stocks down 20-50%, the firm identified companies successfully adapting through supply chain shifts and pricing strategies, reducing tariff impact by 30-60%. They emphasize that forecasting is futile and focus on finding durable businesses where price diverges from fundamental value. |
| Sep 30 2025 | 2025 Q3 | MSFT | AI, Bubbles, Capital Allocation, risk management, Valuations, value | - | Nixon Capital warns of an AI bubble, comparing current euphoria to 2021 SAAS crash. Their portfolio generates 15x more sales and 30x more earnings than tracked AI companies despite lower market cap. They advocate defensive positioning and value investing while avoiding unsustainable AI valuations trading at 39x sales. |
| Jun 30 2025 | 2025 Q2 | AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA | AI, international, Quality, small caps, technology, Valuations, value | - | Regency Wealth warns that AI and mega-cap success creates concentration risk with elevated valuations inconsistent with slowing growth expectations. The firm sees compelling opportunities in undervalued segments: small caps at 25% discount, international equities at 34% discount to S&P 500. Their disciplined value approach targets quality companies below intrinsic value across all market segments. |
| Mar 31 2025 | 2025 Q1 | BAC, JPM | Consumer Sentiment, Fed policy, inflation, Resilience, tariffs, Trade Policy | - | Despite tariff-driven market volatility and pessimistic consumer sentiment surveys, hard economic data shows remarkable resilience with S&P 500 companies posting 5% revenue growth and 13% earnings growth. Actual inflation at 2.1% contradicts 7% survey expectations. Credit conditions remain healthy at major banks. Firm maintains prudent optimism based on underlying economic strength despite headline uncertainty. |
| Dec 31 2024 | 2024 Q4 | ASML, BWXT, CHTR, CMCSA, CRM, MA, META, MU, NOW, NVDA, V | AI, growth, Memory, nuclear, semiconductors, software, Trade Policy | - | Portfolio underperformed despite strong fundamentals as AI skepticism pressured enterprise software holdings. Manager maintains conviction that ServiceNow and Salesforce will monetize AI innovations through consumption pricing models. Added Micron for structural high bandwidth memory demand, sold Charter on broadband weakness. Trump's pro-growth policies create favorable multi-year backdrop for concentrated AI-focused portfolio. |
| Sep 30 2024 | 2024 Q3 | - | ABS, Bonds, CMBS, credit, fixed income, rates, RMBS, Structured Credit | - | Easterly Income Opportunities Fund delivered 1.92% returns through conservative structured credit positioning in RMBS and CMBS. Despite ABS market turbulence from fraud scandals and tight corporate credit spreads, the fund maintains defensive stance with 20% cash reserves. Fed rate cuts and expected curve dynamics support outlook for selective opportunities in senior tranches. |
| Jun 30 2024 | 2024 Q2 | ^GSPC | AI, Beta, Fed, Hedged Equity, rates, technology, volatility | - | Easterly's hedged equity strategy delivered 4.98% returns in Q3 with 70% market participation and half the volatility of the S&P 500. Fed rate cuts and AI-driven earnings growth support markets, but narrow leadership, stretched valuations, and labor weakness create risks. The fund's systematic volatility monetization and dynamic beta management provide valuable downside protection while maintaining upside capture. |
| Mar 31 2024 | 2024 Q1 | - | Behavioral Finance, Due Diligence, Generalist Approach, Investment Philosophy, Value Investing | - | Nixon Capital's Q1 letter is purely philosophical, explaining their behavioral finance-driven investment approach without discussing specific positions or performance. The firm emphasizes generalist investing, System 2 thinking, and mitigating cognitive biases through disciplined processes. They position themselves as value seekers who find opportunity in simplicity versus complexity across multiple sectors. |
| Dec 31 2023 | 2023 Q4 | ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, SPOT, TDG, V, VRTX | AI, growth, healthcare, large cap, semiconductors, software, technology |
ALLY FICO ASML ICLR|LLY|PLTR|SNPS|TGT ISRG BSX |
Edgewood's large cap growth strategy underperformed in Q3 but maintains strong conviction in AI infrastructure buildout theme representing 28% of portfolio. The firm added to high-quality names during volatility including ASML, Eli Lilly, and Fair Isaac while exiting The Trade Desk. Management sees AI broadening beyond infrastructure to applications layer, supporting long-term thesis. |
| Sep 30 2023 | 2023 Q3 | ABNB, ASML, AVGO, BSX, BX, FICO, INTU, ISRG, LLY, MSCI, NFLX, NOW, NVDA, SHOP, SNPS, SPGI, TDG, TTD, V, VRTX | AI, growth, healthcare, large cap, Medical Devices, semiconductors, technology |
BSX AVGO FICO |
Edgewood delivered strong Q2 performance (15.9% net) while adding three new positions: Boston Scientific, Broadcom, and Fair Isaac. The firm capitalized on market volatility to enhance its concentrated portfolio of 22 high-quality growth companies. AI spending remains a robust secular trend with the portfolio well-positioned for long-term opportunities. |
| Jun 30 2023 | 2023 Q2 | - | AI, fiscal policy, inflation, monetary policy, productivity, small caps, Trade Policy, Valuations | - | Q3 2025 delivered broad market gains amid unprecedented policy support combining fiscal stimulus, monetary easing, and deregulation. AI revolution drives corporate profit growth while inflation and labor market risks persist. Portfolio positioning emphasizes small-caps given striking valuations, international stocks at discounts, and duration extension in bonds. Compelling equity case exists alongside substantial risks requiring careful navigation. |
| Mar 31 2023 | 2023 Q1 | - | earnings, interest rates, Market Analysis, P/E Ratio, risk premium, S&P 500, valuation | - | The S&P 500's 23.46x P/E ratio places it in historically expensive territory with the Implied Cost of Equity at 7.4%, near levels where major market peaks have occurred. Further upside depends on earnings growth rather than multiple expansion, as valuations approach the upper bounds of the historical range established since 1963. |
| Dec 31 2022 | 2022 Q4 | - | - | - | |
| Sep 30 2022 | 2022 Q3 | - | - | - | |
| Jun 30 2022 | 2022 Q2 | - | - | - | |
| Mar 31 2022 | 2022 Q1 | - | - | - |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q1 |
VolatilityMarkets experienced extreme volatility in Q1 2026 due to geopolitical conflicts and oil price shocks. The manager views volatility as the toll paid to earn equity returns and emphasizes that opportunities arise from market volatility when investors remain rational during uncertain periods. |
Oil Geopolitical Risk Uncertainty Markets |
OilCrude oil prices doubled from $57 to over $112 per barrel due to Middle East conflicts disrupting the Strait of Hormuz and taking 10 million barrels per day offline. This represented a five standard deviation move that would be expected once every 9,500 years under normal distribution. |
Energy Geopolitical Supply Pricing Volatility | |
| 2025 Q4 |
HealthcareHealthcare holdings including pharmaceuticals and biotechnology companies added meaningfully to returns. Holdings such as Roche, Novartis, and Ionis Pharmaceuticals benefited from new drug approvals, steady and growing earnings, and business models that continue to generate cash through a wide range of economic conditions. |
Pharmaceuticals Biotechnology Drug Approvals |
TechnologySelected technology-related companies contributed for the quarter, particularly established franchises such as Samsung Electronics and Alphabet. While the shares of both companies soared upward in price during the year, they remain reasonably valued relative to their near-term growth prospects. |
Technology Hardware Samsung Alphabet | |
Defense SpendingDefense-related holdings such as BAE Systems and Rheinmetall had been standout performers for much of the year but fell back in Q4. While these businesses currently benefit from secular growth in defense spending around the world, share prices have moved ahead of underlying fundamentals. |
Defense BAE Systems Rheinmetall | |
IndustrialsIndustrials were mixed and faced a modest headwind. CNH Industrial detracted across the Funds, reflecting investors' continued concerns about the downturn of the Ag cycle and its impact on end-market demand. CNH remains significantly undervalued and they are adding to the position opportunistically. |
Industrial Machinery Agriculture Equipment CNH Industrial | |
Currency HedgingFor much of the year, the US dollar weakened against most major currencies which diluted absolute returns for foreign currency hedged Funds and helped boost returns for unhedged Funds. During Q4, the US dollar regained strength against many foreign currencies. |
Currency Dollar Hedging | |
| 2025 Q3 |
AIThe manager expresses skepticism about AI valuations, comparing OpenAI to a parable about a valuable box whose worth is circular. They track an AI portfolio trading at 39x sales and 520x earnings that has returned over 200% year-to-date. The manager notes that AI optionality is valued higher than profitability and warns that extraordinary optimism is fueling unsustainable valuations. |
Valuations Bubbles Infrastructure Capex Data Centers |
Risk AppetiteThe manager emphasizes building an ark to withstand market storms, noting that certain market participants seem convinced the sun will never stop shining. They highlight that for the first time in seventy years, companies with increased capital spending are being rewarded with increasing stock prices. The manager warns that high-priced stocks of today may be cautionary tales of tomorrow. |
Valuations Bubbles Market Sentiment Capital Preservation | |
ValueThe manager contrasts their portfolio with the AI portfolio, noting their portfolio has less total capitalization yet generates over 15 times the estimated sales and 30 times the earnings of the AI portfolio. They emphasize that significant opportunities arise when there is a momentous shift in market sentiment, with proven businesses trading for attractive valuations while AI euphoria dominates. |
Fundamentals Earnings Contrarian Opportunity | |
| 2025 Q2 |
AIAI continues to dominate the landscape with companies in the Magnificent 7 reporting significant earnings growth credited to AI adoption. However, elevated valuations in AI stocks may be inconsistent with an economy positioned for slowing growth, creating concentration risk and potential for sharp selloffs. |
Technology Valuations Growth Earnings |
ValueThe firm identifies compelling opportunities in quality companies trading at discounts, including small caps at 25% discount to S&P 500, international equities at 34% discount, and equal-weighted S&P 500 companies at 43% discount to Magnificent 7 valuations. |
Small Caps International Discount Quality | |
| 2025 Q1 |
Trade PolicyPresident Trump announced reciprocal tariffs with a 90-day pause for most countries while maintaining higher tariffs on Chinese imports. The tariff announcement caused significant market volatility with the S&P 500 dropping over 12% in four trading days. Markets fear a full-blown global trade war and its negative consequences on corporate earnings and economic growth. |
Tariffs China Trade War Volatility Earnings |
ResilienceDespite chaotic headlines around tariffs, war, tax policy, and inflation, underlying economic indicators demonstrate remarkable resiliency. Hard economic data tells a different story than the anxious headlines, with S&P 500 companies growing revenues at 5% year-over-year and net earnings at 13%. The economy shows signs of strength despite the uncertainty. |
Economic Data Earnings Growth Revenue Growth Fundamentals | |
InflationConsumer inflation expectations from surveys hover north of 7%, but actual PCE inflation printed at 2.1% year-over-year, one of the lowest readings in years and in line with the Fed's 2% target. Survey responses tend to be significantly higher than actual realized inflation, highlighting the disconnect between perception and reality. |
PCE Consumer Expectations Fed Target Survey Data | |
| 2024 Q4 |
AIAI is driving massive structural demand for high bandwidth memory and data center infrastructure. Enterprise software companies like ServiceNow and Salesforce are developing AI-infused products with consumption pricing models to capture value from productivity gains. The manager believes AI will ultimately prove additive to software company results despite current market skepticism. |
Data Centers Enterprise Software Memory Productivity |
SemiconductorsASML maintains a monopoly in extreme ultraviolet lithography equipment essential for high-end GPU and memory chip production required for AI. Despite near-term visibility challenges due to trade restrictions and tariffs, long-term semiconductor supply chain investment is accelerating with strong 2027 outlook for lithography machine placements. |
Semi Equipment Memory Equipment GPUs Foundries | |
NuclearNuclear power is positioned as a critical solution for meeting massive power generation needs driven by AI data center buildout. BWX Technologies benefits from increased nuclear facility maintenance, waste storage, and potential small modular reactor deployment as the Trump administration takes an all-of-the-above energy approach. |
Energy Transition Power Equipment Infrastructure Spending | |
Trade PolicyThe Trump administration has rewritten international trade terms through tariffs and manufacturing investment commitments, creating a pro-growth environment. New trade deals, tax policy, and reduced regulation represent a massive bet on growth that should benefit equity markets over the next several years. |
Industrial Policy Onshoring Growth | |
MemoryHigh bandwidth memory demand has exploded from $8B in 2023 to $20B in 2025 with expectations exceeding $30B in 2026. Micron is positioned to gain market share with Vera Rubin launch as AI data center demand creates more stable pricing dynamics in historically cyclical memory markets. |
Data Centers Semiconductor Cycle AI | |
| 2024 Q3 |
MortgageNon-Agency RMBS remains one of the strongest areas within structured credit, benefiting from healthy housing market, limited new supply, and attractive yields. New issuance through Q3 2025 reached about $161 billion, matching all of 2024. Credit performance remains stable with delinquencies highest in 2023-vintage non-QM loans but 2025 deals tracking better. |
RMBS Non-QM Prime Jumbo HELOC CRT |
Commercial Real EstateCMBS market remains split between sectors showing recovery and those struggling, particularly office properties. Refinancing success rate for conduit CMBS loans rose to 73% in Q3 2025, though office loans remain weak at only 40%. Office loan delinquencies stand at 14% in conduit deals with loss severities climbing to about 60%. |
CMBS Office Conduit Special Servicing Refinancing | |
Credit StressABS market experienced turbulence from Tricolor Holdings bankruptcy after uncovering large-scale double-pledging fraud affecting 40% of its 70,000 auto loans. Subprime auto credit shows broader weakness with net losses rising to 9.33% and delinquencies over 60 days reaching 6.43%, near record highs. |
Subprime Auto ABS Fraud Delinquencies Credit Risk | |
RatesFederal Reserve delivered first rate cut of 2025 in September, trimming rates by 0.25% as a risk-management move. Treasury yields declined slightly with 10-year ending quarter at 4.15%. Manager expects yield curve to flatten near-term with longer-term Treasury yields likely to decline as unemployment rises and economic growth slows. |
Fed Rate Cuts Treasury Yields Curve Flattening SOFR | |
| 2024 Q2 |
AIArtificial intelligence continues to drive productivity gains and support corporate earnings, with AI-driven names powering the market rally alongside mega-cap technology stocks. The fund recognizes AI as a key structural driver in the economy. |
Productivity Technology Mega Cap |
VolatilityThe fund emphasizes its ability to monetize volatility opportunities through systematic yet active approaches. The CBOE Volatility Index curve remained steep despite strong market performance, reflecting ongoing investor caution and providing opportunities for the hedged strategy. |
CBOE Hedging Systematic | |
RatesThe Federal Reserve finally delivered an interest rate cut in Q3 2025, with Fed easing offering support through insurance cuts or broader programs. However, rate cuts have not yet broadened equity participation as typically expected. |
Fed Monetary Policy Easing | |
| 2023 Q4 |
AIEdgewood maintains significant exposure to AI infrastructure buildout representing 28% of portfolio. The firm has developed a comprehensive AI framework covering Infrastructure & Enablement, Proprietary Data/Applications, and Productivity categories. They see encouraging signs that AI is beginning to broaden beyond infrastructure to proprietary data and application layers. |
Infrastructure Applications Productivity Computing Automation |
SemiconductorsPortfolio includes major semiconductor positions in NVIDIA, ASML, Broadcom, and Synopsys. NVIDIA continues accelerating product releases driving exponential performance improvements. ASML's lithography machines enable AI chip manufacturing advancements. Broadcom leads hyperscale custom chip design. |
Chips Manufacturing Design Equipment Computing | |
CloudServiceNow is targeting $1B in AI Now Assist annual contract value by 2026 with consumption-based monetization. The firm sees cloud infrastructure as foundational to AI deployment and data processing capabilities across their portfolio companies. |
Infrastructure SaaS Computing Services Platforms | |
BiotechnologyEli Lilly represents a major position focused on diabetes and obesity markets with large global patient populations that remain largely underserved. The company launched TuneLab platform for AI-enabled drug discovery and has a rich pipeline addressing multiple therapeutic categories. |
Pharmaceuticals Drug Discovery Therapeutics Pipeline Innovation | |
| 2023 Q3 |
AIAI spending remains a robust secular trend with significant growth opportunities. The portfolio is well-positioned to capitalize on this long-term opportunity through investments in custom silicon and networking equipment for AI datacenter buildouts. |
Custom Silicon Datacenter Hyperscalers Compute |
Medical DevicesMedical technology represents an attractive healthcare segment with procedure-based sales driving durable revenue streams. Advances in technology enable safer, more effective treatments with high barriers to entry through regulatory approval and scaled distribution. |
Minimally Invasive Electrophysiology Cardiovascular Innovation | |
SemiconductorsThe semiconductor market is expected to grow from $655B today to $1T+ by 2030 driven by AI compute, networking, and digital communications. Broadcom's diversified semiconductor business is positioned to benefit from hyperscaler investment in custom silicon. |
Custom Silicon Networking Hyperscalers Growth | |
| 2023 Q2 |
AIHyperscaler capital expenditure growth has been booming, soaring 75% in 2025, with leading US technology companies spending tens of billions on GPUs and AI model development. AI enthusiasts believe we are on the cusp of a paradigmatic shift upward in productivity that will transform the economy and reshape work. AI-related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth, and 90% of capital spending growth since ChatGPT launched. |
Productivity Hyperscalers GPUs Capital Expenditure Technology |
Trade PolicyTrade policy continues to follow a somewhat erratic path, but uncertainty around tariffs has diminished notably. The announcement of trade deals suggests the overall tariff rate will come in at approximately 14%, well below initial indications. Tariff receipts have been rising substantially, with monthly collections reaching $31 billion in August and September versus less than $7 billion average in 2023-2024. |
Tariffs Trade Deals Uncertainty Import Costs Policy | |
InflationCore Personal Consumption Expenditures inflation rose 2.9% over the past 12 months, significantly higher than the Fed's 2% target. The last time core PCE was at target was March 2021. There are concerns about tariff impacts on consumer prices and whether stimulative monetary and fiscal policies could accelerate economic growth and contribute to greater inflation impulse. |
PCE Federal Reserve Target Consumer Prices Monetary Policy | |
Small CapsRelative valuations for US small cap stocks are striking, with the valuation gap versus US large cap stocks the widest it has been since the 1990s. Small cap stocks are more sensitive to interest rates, more cyclical, bigger beneficiaries of lower rates, and more domestically focused, thus beneficiaries of the policy setup. After a long stretch of under-performance, small cap stocks may be poised to lead the charge. |
Valuations Interest Rates Cyclical Domestic Under-performance | |
| 2023 Q1 |
ValuationThe S&P 500 P/E ratio of 23.46x ranks among the highest since 1963, with the Implied Cost of Equity at 7.4% placing markets in the upper valuation bands. Further upside depends more on earnings growth than multiple expansion unless interest rates ease or risk premiums compress. |
P/E Ratio Valuation Earnings Yield Risk Premium Cost of Equity |
RatesInterest rates directly correlate to P/E multiples through the cost of equity calculation. The relationship between risk-free rates and equity risk premiums has been a key driver of market valuations across different economic cycles since 1963. |
Interest Rates Risk-Free Rate Treasury Yields Monetary Policy Fed Policy | |
EarningsWith the Implied Cost of Equity at historic peak levels, earnings growth becomes the key driver of further market upside. The analysis shows S&P 500 return potential under various scenarios based on forward earnings estimates for the next 3 years. |
Earnings Growth Forward EPS Earnings Revisions Growth Execution Return Drivers |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | Fund Letters | Nixon Capital | ALLY | Eli Lilly & Co. | Pharmaceuticals, Biotechnology & Life Sciences | Pharmaceuticals | Bull | NYSE | biotechnology, Clinical trials, Diabetes, GLP-1, growth, healthcare, Obesity, pharmaceuticals | Login |
| Sep 30, 2025 | Fund Letters | Nixon Capital | FICO | Fair Isaac Corp. | Software & Services | Application Software | Bull | NYSE | analytics software, automotive, credit scoring, financial services, Fintech, Mortgage, Regulatory, SaaS | Login |
| Sep 30, 2025 | Fund Letters | Nixon Capital | ASML | ASML Holding NV | Technology Hardware & Equipment | Semiconductor Equipment | Bull | NASDAQ | AI infrastructure, Capital equipment, Euv, Lithography, Monopoly, Netherlands, semiconductor equipment, technology hardware | Login |
| Sep 30, 2025 | Fund Letters | Nixon Capital | ICLR|LLY|PLTR|SNPS|TGT | Synopsys Inc. | Software & Services | Application Software | Bull | NASDAQ | AI chips, China Export, chip design, Design Automation, Eda, IP Licensing, Semiconductor Software, Software Tools | Login |
| Sep 30, 2025 | Fund Letters | Nixon Capital | ISRG | Intuitive Surgical Inc. | Health Care Equipment & Services | Health Care Equipment | Bull | NASDAQ | da Vinci, Healthcare Equipment, Medical devices, Medtech, Procedures, recurring revenue, Robotic Surgery, Surgical Robotics | Login |
| Sep 30, 2025 | Fund Letters | Nixon Capital | BSX | Boston Scientific Corp. | Health Care Equipment & Services | Health Care Equipment | Bull | NYSE | Afib, Endoscopy, Healthcare Equipment, Interventional Cardiology, Medical devices, Medtech, Neuromodulation, Watchman | Login |
| Jun 30, 2025 | Fund Letters | Nixon Capital | BSX | Boston Scientific Corp. | Health Care Equipment & Supplies | Health Care Equipment | Bull | NYSE | cardiovascular, Electrophysiology, Healthcare Equipment, innovation, M&A, Medical devices, Minimally Invasive, Procedure-Based Revenue | Login |
| Jun 30, 2025 | Fund Letters | Nixon Capital | AVGO | Broadcom Inc. | Semiconductors & Semiconductor Equipment | Semiconductors | Bull | NASDAQ | AI, custom silicon, high margins, hyperscaler, infrastructure software, M&A, Private Cloud, semiconductors, Vmware | Login |
| Jun 30, 2025 | Fund Letters | Nixon Capital | FICO | Fair Isaac Corp. | Software | Application Software | Bull | NYSE | analytics, Consumer credit, credit scoring, financial software, Mortgage, Pricing power, recurring revenue, Regulatory Moat | Login |
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