February seems a long time ago (just a few days…) given recent geopolitical events. CIO Dave Cleary gives a recap of February market action and our recent thoughts on US involvement in the the Middle East.
CIO David Cleary – 5 Minute Market Update
Thoughts on January’s market activity and recent developments in precious metals, the broadening of the equity market and why global earnings are the fuel for a continued move higher.
CIO David Cleary – 5 Minute Market Update
CIO David Cleary discusses why we don’t believe that the current banking crisis is equivalent to 2008 when it was impossible to value the asset side of a bank’s balance sheet and...
CIO David Cleary – 5 Minute Market Outlook
The market is not acting like a recession is imminent as small caps and high yield continue to outperform the S&P 500, as they have been doing for a while now. Inflation is...
CIO David Cleary – 5 Minute 1Q23 Market Outlook
CIO David Cleary discusses Timber Point Capital's 1Q23 market outlook. Inflation is declining and employment trends remain steady which supports our view that the Fed can execute...
CIO David Cleary – 3 Minute Market Update
The market is worried about recession...we can read the economic signposts also but we are not convinced that it is a foregone conclusion. Inflation is improving, the economy...
VicTalk | Bidenomics
Today's VicTalk focuses on "Bidenomics" and why Victor believes the assumptions underpinning the Build Back Better framework won't necessarily result in the...
VicTalk | Inflation Thoughts
Today's VicTalk focuses on inflation and, more specifically, why Victor believes that PCE inflation figures are primarily driven by supply chain constraints and will not result in...









Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.