Update from the Desk of NWTM Management
Q4 2023 — Sent to clients on Dec 21st, 2023
Another pace setting year for NWTM Management!
With our Crypto SPV putting up another 3 digit return (well over 100% YTD) and our Multi-Strategy Unconstrained Limited Partnership tracking for over 40% YTD — we are excited to grow and expand into 2024. On the whole, we have returned nearly 70% on our beginning of the year capital base (excluding new investment capital subscribed and deployed). Needless to say, we are actively putting highly productive capital to work.
Beyond performance, highlights from the year include: completing an exciting private deal at the pre-seed/seed stage and developing a new low volatility strategy which we are currently working to scale.
Navigating 2024 will require understanding political landscapes. While markets appear stable for now, the upcoming election year brings nuanced economic shifts. The Fed’s recent pivot towards a more stimulative environment post their historic rate hiking cycle suggests a potentially dynamic landscape ahead.
Please reach out to schedule a conversation to discuss markets trends, deals, and collaboration opportunities.
Wishing all a happy holiday season and a healthy 2024!
- See our latest firm deck here: https://docsend.com/view/5yt36srzhxi4c43x
- An interview with our founder from a conference a couple of months ago: https://vimeo.com/878791085/b55fe561b4