Generation PMCA Q1 2025 Quarterly

2025-05-30 03:45:00 ET

Summary

• Strategic inaction is not a viable investment strategy; we act decisively when high-quality stocks trade at significant discounts to fair value.
• Current market conditions—rising rates, high valuations, and recession risk—warrant caution, but selective opportunities exist in undervalued large-cap stocks.
• We recently added positions in ASR, MRVL, ADBE, LULU, PAX, UBER, and UNH, while trimming or exiting others that reached our fair value targets.
• Our portfolios remain diversified with cash and hedges, ready to capitalize on mispriced opportunities as they arise amid ongoing volatility.

STRATEGIC INACTION??

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