Insights

Each quarter, we send all clients our Global Economic and Market Review, a report detailing our views on the market and portfolio strategy insights.

Trades WestEnd Editorial Team Trades WestEnd Editorial Team

Why We Sold NVIDIA & Palantir

NVIDIA and Palantir are two tremendous technology companies, with enviable competitive advantages. Though we believe these things to be true, we still felt it was time to exit our position in Palantir and to substantially reduce our weight in NVIDIA.

Read More