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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Apr 1, 2024
Vailshire Capital Management maintains a bullish stance across its separately managed account portfolios despite expecting continued sideways market action near local highs. Manager Jeff Ross believes recession has been averted as US and international business cycles have bottomed and are grinding higher. The firm's larger-than-typical bitcoin proxy allocations have provided significant performance advantages, with targets of $125,000 by Christmas 2024 and $475,000 by Q4 2025. Portfolio construction follows a 40% equity, 40% sound money, 20% fixed income structure across different risk profiles. The equity portion consists of 2% equal-weighted positions in 20 high-quality technology and consumer companies. Sound money allocations range from 15-49% in bitcoin proxies depending on strategy aggressiveness. Ross expects choppy sideways price action until liquidity conditions improve during summer months, when he anticipates the next major leg higher for risk assets. The manager plans to let winning positions run rather than take profits, viewing current conditions as supportive for continued appreciation once liquidity becomes a tailwind.
Maintain concentrated exposure to high-quality technology companies and significant bitcoin proxy allocations while positioning for liquidity-driven market acceleration expected in summer months.
Manager expects ongoing sideways choppy price action over coming months and quarters before next bull market begins in earnest, with liquidity transition anticipated during summer months to drive next major leg higher for risk assets and bitcoin.
Moderate Conviction Bullish
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