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May 11, 2023 – KVLE: Defensive Q1 2023, Positive Outlook with Sector Shifts
April 27, 2023 – KMLM: A History of Performance During Crises
April 20, 2023 – IVOL Q1 2023 Letter
March 6, 2023 – Bank Failures, Bond Volatility, and Managed Futures – A Trend Following Workshop
April 20, 2023 – Before SVB Collapse, Nancy Davis Warned of “Short Fixed-Income Volatility Exposure” on CNBC
April 3, 2023 – Has the US Fed Put Inflation Aside to Focus on the Banking Crisis?
March 27, 2023 – CNBC: Nancy Davis on 25bps Bump and IVOL
March 21, 2023 – Investing Strategy: Banking, Financial Crisis, Rate Hikes, SVB, Recession, Crash
KFA Funds is a premier platform for developing and delivering differentiated, high-conviction investment strategies to global investors. Our newsletter is a collaboration between our internal research department and our distinguished partners. Together we strive to offer differentiated perspectives on high-conviction investment strategies and themes.
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