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NWTM Management
NWTM Management

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Cronyism and other investing themes for 2019

A quick overview of some of the current themes we are reviewing and allocating to

Jan 21, 2019
Cronyism and other investing themes for 2019
Cronyism and other investing themes for 2019
Jan 21, 2019

Elections & Markets (Sept, 2024)

The below article was published in partnership with New Atlantis Research to our distribution list in early Sept, 2024. A lot has changed…

Oct 9, 2024
Oct 9, 2024

Q2 2024 Client Note

Sent to clients on July 3rd, 2024

Sep 9, 2024
Sep 9, 2024

Update from the Desk of NWTM Management

Q4 2023 — Sent to clients on Dec 21st, 2023

Jan 9, 2024
Update from the Desk of NWTM Management
Update from the Desk of NWTM Management
Jan 9, 2024

Q2 2023 Investor Letter

Our views on the current market regime and other updates from NWTM Management, an unconstrained investor

Apr 20, 2023
Q2 2023 Investor Letter
Q2 2023 Investor Letter
Apr 20, 2023

FTX Response

Below you will see a copy of the note we sent out after the FTX collapse in Nov 2022 — we were highly fortunate to not be materially…

Dec 20, 2022
FTX Response
FTX Response
Dec 20, 2022

Q2 2022 Investor Letter

Updates From the Desk (Originally sent out to investors on May 26th, 2022)

Jun 2, 2022
Q2 2022 Investor Letter
Q2 2022 Investor Letter
Jun 2, 2022

Shorting your way to Net The #ESG Impact of your Portfolio

A thesis we wrote in combination with our research partner New Atlantis Research

Nov 26, 2021
Nov 26, 2021

#Bitcoin (way back then)

In commemoration of the current resurgence of one of our favorite assets, please see the links below which are a couple of short, sweet…

Nov 5, 2020
#Bitcoin (way back then)
#Bitcoin (way back then)
Nov 5, 2020

NWTM Management

October 2020 Update — Published October 1st, 2020

Oct 14, 2020
Oct 14, 2020
NWTM Management

NWTM Management

31 followers

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