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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Oujo Wealth Strategies. This analysis is provided for institutional research purposes only and is not investment advice.
"Oujo Wealth Strategies reports strong YTD gains and maintains a cautiously optimistic posture, making slight strategic moves into attractive fixed-income yields while advising clients to remain disciplined with a long-term equity focus."
Oujo Wealth Strategies' Q3 2025 client letter reports a highly positive year-to-date performance across conservative, moderate, and aggressive portfolios. Despite early-year tariff and policy concerns, the S&P 500 shrugged off volatility to reach near 6,700. The firm remains cautiously optimistic on equities, supported by an estimated 2026 earnings forecast of $300/share (representing a 4.47% earnings yield). Reflecting strong equity runs, Oujo has made minor allocations into fixed income where yields remain highly attractive. They view the 10-year Treasury at 4.12% and the 30-year Treasury at 4.75% as offering strong compensation for longer-term investors. Further significant Fed rate cuts are expected only if inflation falls to 2% or clear signs of economic weakness emerge.
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