Navigating Market Volatility and Opportunities

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




For professional investors only.
This is a marketing communication. Past performance is not a relaible guide to future performance. Investment Capital at risk.

< back

Aravis Funds

Company Information

Contact Us
Terms & Conditions
Privacy Policy

Contact us

+44 (0) 20 3813 3110

Aravis Funds (Ireland) ICAV is authorised and regulated by the Central Bank of Ireland.

Aravis Capital Limited is authorised and regulated by the Financial Conduct Authority (FRN 1015146). Aravis Capital Limited is registered in England and Wales (no. 09919517), its registered office is 123 Pall Mall, St James’, London, SW1Y 5EA.

This Website is issued by Aravis Capital Limited and is for information purposes only, it is not an offer or solicitation to invest in any Aravis associated fund.

Website by Phuse: Web Design Essex

Access to this website is permitted only to professional investors based in certain countries outside the USA.

Terms of Service

Regulatory Information

Aravis Capital Ltd is authorised and regulated by the Financial Conduct Authority (FRN: 1015146). Registered in England and Wales (no. 09919517), registered office 123 Pall Mall, St James', London, SW1Y 5EA.

Aravis Funds (Ireland) ICAV is authorised and regulated by the Central Bank of Ireland.

Eligibility and Restrictions

  • This website contains information relating to the strategies and funds of Aravis Funds (Ireland) ICAV ("Aravis Funds").
  • The funds are not being offered, and will not be sold, within the United States or to, or for the account or benefit of, any U.S. Person.
  • Access to this website and its content is strictly limited to professional investors as defined under applicable local regulations.

Investment Risks and Disclaimers

  • The information or opinions contained herein should not be construed as an offer to sell or the solicitation of an offer to buy any investment product.
  • No investment products shall be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the laws of such jurisdiction.
  • The value of investments and the income from them can go down as well as up. You may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

Required Documentation

Before making any investment decision, investors should carefully read:

  • The prospectus
  • The Key Information Document (KID)
  • All other relevant documentation before investing in any Fund
I confirm that I am a professional investor as defined under the laws and regulations of my country of residence. (required)
I have read, understood, and agree to the Terms of Service, Privacy Policy. (required)
Country of Residence (required)
Decline