Cavallini Capital Semi-Annual Letter to Investors 2023

Cavallini Capital Semi-Annual Letter to Investors 2023

Cavallini Capital 2023 Semi-Annual Letter to Investors

 

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only

1/1/2023 – 6/30/2023

Cavallini Capital LLP.

Greg Cavallini

5445 DTC Parkway, PH 4.

Greenwood Village, Colorado 80111

Results January 1, 2023 to June 30, 2023

Cavallini Capital, including dividends reinvested (hereinafter call CC) had a positive return, Please contact Greg at greg@cavallinicapital.com for results. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had a positive return of 16.89%

Cavallini Capital Annual Letter to Investors 2022

Cavallini Capital Annual Letter to Investors 2022

Cavallini Capital 2022 Annual Letter to Investors

 

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only

1/1/2022 – 12/31/2022

2022 Annual Letter to Limited Partners

Cavallini Capital LLP.

Greg Cavallini

5445 DTC Parkway, PH 4.

Greenwood Village, Colorado 80111

Results January 1, 2022 to December 31, 2022

Cavallini Capital, including dividends reinvested (hereinafter call CC) had a negative return, Please contact Greg at greg@cavallinicapital.com for results. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had a negative return of 18.10%

Cavallini Capital Semi-Annual Letter to Investors 2022

Cavallini Capital Semi-Annual Letter to Investors 2022

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only

1/1/2022 – 6/30/2022

Semi-Annual Letter to Limited Partners

Cavallini Capital LLP.

Greg Cavallini

5445 DTC Parkway, PH 4.

Greenwood Village, Colorado 80111

Results January 1, 2022 to June 30, 2022

Cavallini Capital, including dividends reinvested (hereinafter call CC) had a negative return, Please contact Greg at greg@cavallinicapital.com for results. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had a negative return of 19.95%.

Statistically, It's a Great Time to Invest In Stocks During Rate Hike Cycles

Statistically, It's a Great Time to Invest In Stocks During Rate Hike Cycles

There are currently three main drivers that make investing in stock at this moment a good opportunity. The first is the fact that we are entering a rate hike cycle. The second is because the S&P 500 has reached correction territory (a decline of more than 10% from its peak). The third and final reason is because the market seems to be very pessimistic on stocks given the first / second reasons and the conflict between Ukraine and Russia.

Cavallini Capital 2021 Annual Letter to Investors

Cavallini Capital 2021 Annual Letter to Investors

Striving to Consistently Outpace the S&P 500 Index

0% Management Fee, Performance Fee Only

1/1/2021 – 12/31/2021

Annual Letter to Limited Partners

Cavallini Capital LLP.

Greg Cavallini

350 S. Miami Ave. Miami, FL 33130

Results January 1, 2021 to December 31, 2021

Cavallini Capital, including dividends reinvested (hereinafter call CC) had a positive return. Please contact Greg at greg@cavallinicapital.com for results. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had an overall gain of 28.72%.

Cavallini Capital Annual Letter to Investors 7/1/20 - 6/30/21

Cavallini Capital Annual Letter to Investors 7/1/20 - 6/30/21

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Results July 1, 2020 to June 30, 2021

Cavallini Capital, including dividends reinvested (hereinafter called CC) had an overall gain of 37.91% from 7/1/20 to 6/30/21. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had an overall gain of 40.81% from 7/1/20 to 6/30/21.

Return On Equity

Return On Equity

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Return On Equity

At Cavallini Capital, we stress the importance of Return On Equity (ROE). No single metric is perfect when evaluating a stock and no single metric can tell an investor if a stock is a buy or not. However, ROE is probably the most consequential metric in terms of evaluating the efficiency and potential growth of how a company invests its profits for long term growth.

The Importance of Dividends

The Importance of Dividends

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

The Importance of Dividends

Dividends have always played an important role for investors. Taking a step back, we can see just how important dividends are for not only growth in investments, but also the health of a company. Automatically reinvesting the dividends produces enormous advantages for the investor.

Why Do Investors Fear Volatility?

Why Do Investors Fear Volatility?

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Why Do Investors Fear Volatility?

In the investment industry, volatility is seen as enemy number one. The professionals talk about Beta, Delta, Standard Deviation etc. These terms can be confusing and intimidating to not only the average investor, but sophisticated investors as well. The industry has ingrained into people’s heads that volatility is to be avoided and minimized as much as possible.

Cavallini Capital Semi-Annual Letter to Investors 7/1/20 - 12/31/20

Cavallini Capital Semi-Annual Letter to Investors 7/1/20 - 12/31/20

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Results July 1, 2020 to December 31, 2020

Cavallini Capital, including dividends reinvested (hereinafter called CC) had an overall gain of 21.89% from 7/1/20 to 12/31/20. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had an overall gain of 22.18% from 7/1/20 to 12/31/20.

Cavallini Capital Annual Letter to Investors 7/1/2019 - 6/30/2020

Cavallini Capital Annual Letter to Investors 7/1/2019 - 6/30/2020

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Results in Fiscal Year 2020

Cavallini Capital including dividends reinvested, (hereinafter called CC) had an overall gain of 28.03% during the fiscal year. The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had an overall gain of 7.52% during the fiscal year.

Why March 2020 Created A Once In A Decade Opportunity For Stocks

Why March 2020 Created A Once In A Decade Opportunity For Stocks

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Why March 2020 Created A Once in A Decade Opportunity for Stocks

First and foremost, I hope everyone, and your families are healthy and safe during this tough pandemic.

Financial markets in the month of March not only plummeted but had incredible swings not seen since the late 1920’s and early 1930’s (outside of Black Monday in 1987). These gyrations have caused fear in investors when it comes to investing and/or holding stocks.

Cavallini Capital Semi-Annual Letter to Investors 7/1/2019 - 12/31/2019

Cavallini Capital Semi-Annual Letter to Investors 7/1/2019 - 12/31/2019

Striving to Consistently Outpace The S&P 500 Index

0% Management Fee, Performance Fee Only.

Results July 1, 2019 to December 31, 2019

The S&P 500 Index including dividends reinvested (hereinafter called the S&P) had an overall gain of 10.94% in the first 6 months of the fiscal year. Cavallini Capital including dividends reinvested (hereinafter called CC) had an overall gain of 16.52% in the first 6 months of the fiscal year.

Disclaimer:

Greg Cavallini provides investment advisory services through Cavallini Management, LLC, (“Cavallini”), an investment adviser, registered in the State of Florida, which does not imply endorsement or approval. Cavallini does not provide legal or tax advice. Investing involves risks, including loss of principal. Past performance does not guarantee future results. For additional important information regarding Cavallini please view Cavallini’s ADV Brochure, found here: https://adviserinfo.sec.gov/firm/summary/305058