Kudla Dynamic Allocation Fund

Our Second Outlook now live! This outlook is attached and is also available on our website home page with our US Equities Outlook. Our final Outlook International Equities coming out soon. https://lnkd.in/gQYxMAse "The unique situations with corporate spreads, interest rates, and emerging markets provides a unique opportunity in the market. Here at KDAF, we are here to analyze and capitalize in order to outperform our benchmarks, and it’s a privilege to be a part of this team." - VP of Fixed Income Mark Hentz

Our Fall 2024 US Equities Outlook is now live! This is a continuation of our biannual outlooks. Our International Equities and Fixed Income and Uncorrelated Assets Outlooks will be posted soon. Additionally, applications for our Fall Intern Class close this Sunday at Midnight; information is on KDAF's website. "U.S. equities are currently priced optimistically, underestimating the probability of adverse events. This necessitates a tactical approach to investment management and allocation. Without a clear economic environment, consumer confidence, and robust liquidity, markets could face significant challenges in the coming year. At KDAF, we remain vigilant, closely monitoring markets and investment opportunities." - VP of US Equities Tommy Letke The outlook and others are is also available on our website; https://lnkd.in/gQYxMAse

The Kudla Dynamic Allocation Fund is opening its fall recruitment! The Kudla Dynamic Allocation Fund (KDAF) is a 100% student-run investment portfolio that manages money on behalf of David Kudla, founder, and CIO of Mainstay Capital Management. KDAF manages approximately $2.1 million in AUM. Applications are open for all Freshman, Sophomores, & Juniors. Accepted students will get to learn from the 8 week intern program covering Equities, Fixed Income, Commodities, Currencies, Macroeconomics, Portfolio Management & Derivatives. Applications are due September 22nd by Midnight. Information for the 101 Session to be released soon. Application and other information can be found at KDAF's website: https://lnkd.in/gAp_C9Zq

The Kudla Dynamic Allocation Fund is opening its fall recruitment! The Kudla Dynamic Allocation Fund (KDAF) is a 100% student-run investment portfolio that manages money on behalf of David Kudla, founder, and CIO of Mainstay Capital Management. KDAF manages approximately $2.1 million in AUM. Applications are open for all Freshman, Sophomores, & Juniors. Accepted students will get to learn from the 8 week intern program covering Equities, Fixed Income, Commodities, Currencies, Macroeconomics, Portfolio Management & Derivatives. Applications are due September 22nd by Midnight. Information for the 101 Session to be released soon. Application and other information can be found at KDAF's website: https://lnkd.in/gAp_C9Zq

Market Update: FED Paths Changing In recent light of inflation increases, and overall economic performance the FED appears to be in a nice position. However, under the hood of the job market it might not be as strong as expected. This update is Looking the the NFIB Small Business - Biggest Problem Index as a leading indicator for unemployment and looking ahead at how this could affect FED decisions.

Market Update: FED Paths Changing In recent light of inflation increases, and overall economic performance the FED appears to be in a nice position. However, under the hood of the job market it might not be as strong as expected. This update is Looking the the NFIB Small Business - Biggest Problem Index as a leading indicator for unemployment and looking ahead at how this could affect FED decisions.

The second of our 3 outlooks, US Equities, is out now! This outlook is attached and is also available on our website home page with our Fixed Income Outlook. https://lnkd.in/gQYxMAse Our Junior Chief Investment Officer (JCIO) Grover Cole is quoted saying “US equities are in a period of uncertainty right now; however, without sustained economic strength, consumer confidence, & strong liquidity; markets will be in for a rough year. At KDAF we wait for economic developments with bated breath.” For any questions about KDAF or our outlooks please email: kdafcio1@gmail.com

The first of our three Spring Outlooks is now live! It is attached here and also available on our website's home page: https://lnkd.in/gQYxMAse Our VP of Fixed Income and Alternatives Nathan Jabaay "The 'income' is back in fixed income and is here to stay. There are many opportunities across the spectrum to earn an attractive yield and potentially gain price appreciation as interest rates come down."

The Kudla Dynamic Allocation Fund is going to be extending its recruitment period one week ending January 28th. January 22nd - the 2nd "101 Session" is going to be held at 6pm in Library room 501 covering information about the fund, interview tips and topics like diversification, risk, correlation, and asset classes. No prior knowledge is expected on these topics. January 28th - applications will be due to kdafcio1@gmail.com by Midnight. Application and other information can be found at KDAF's website: https://lnkd.in/gAp_C9Zq