Nightview Capital’s Q4 2024 Investor Letter

Nightview Capital, an investment management company, that concentrates exclusively on publicly traded equity strategies, released its fourth quarter 2024 investor letter. This letter highlights five transformative trends that the firm is observing for 2025 and beyond, along with a review of key companies in the portfolio and how the portfolio is evolving in response to these trends. For more information on the fund’s top picks in 2024, please check its top five holdings.

A copy of Nightview Capital’s Q4 2024 investor letter can be downloaded here.