Q1 2025 INVESTOR UPDATE “A majority of life’s errors are caused by forgetting what one is really trying to do.” -Charlie Munger Seabird’s focus on a purposeful investment process produced another outstanding year of results for our investors in 2024: Muni+ 8.5%Income+ 13.7%Equity+ 26.9% Joe and I agree there are
2024 Q3 INVESTOR UPDATE At our 8-year anniversary we thought we’d note a milestone or two of interest. Over the past year we entered into two new sub-advisory agreements with fast growing wealth managers – one in Florida and one right here in San Diego. We’re excited to be partnering
2024 Q2 INVESTOR UPDATE EQUITIES Performance: Equity+ accounts gained ~9.6% since the start of 2024. Importantly, from our 2016 inception date your portfolios appreciated by ~16.0% annually, well ahead of our internal “double digit” bogey. Reported results include the deduction of all expenses and fees. During the recent quarter there
2024 Q1 INVESTOR UPDATE While Q1 performance was exceptional across Seabird’s strategies (please see our attached composite performance tear sheet), there were no remarkable events in the quarter nor news to report. To the contrary, news painted in the press as critical to an investor’s decision-making process is mostly irrelevant
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