Join us as Jim Robillard, founder and CIO of Spyglass Capital Management LLC, shares his insights on the latest market challenges and the performance of the Spyglass US Growth Fund (UCITS) in our latest episode of Aravis Inside Track.
What did we cover?
00:45 - Overview of Q1 fund performance and market conditions
01:34 - Top contributors
03:01 - Detractors
04:39 - Our one-in-one-out portfolio strategy: What stocks did we buy and sell?
06:05 - Insights on new positions and the rationale behind them (clip below)
07:12 - New positions —what makes them stand out?
12:56 - The impact of Trump’s reciprocal tariffs and how Spyglass is navigating this landscape
16:33 - Jim’s outlook on the market and the importance of quality earnings
Watch the short clip below for key highlights, and don’t miss the full video for a deeper dive into our Q1 update and insights into the evolving market landscape.
Watch the full video (19mins) below
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