The Talk Exchange by Regency Capital

The P Word (Performance)

Regency Capital

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.