This Peak Insights replay represents the views and opinions of Chris Smith and Rick Smith as of 28 Mar 2025, which are based on current market conditions, will fluctuate, and are subject to change without notice. While the information contained herein is believed to be reliable, there no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Investments will rise and fall with market fluctuations and investor capital is at risk. Past performance does not guarantee future results.
For the purpose of determining the portfolio's holdings, exposures are delta-adjusted at the issuer level and may include multiple securities of the same issuer. The holdings mentioned above comprised the following percentages of a representative account within the Antero Peak Strategy Composite's total net assets as of as of 31 Mar 2025: Axon Enterprise Inc. 2.6%, Microsoft Corp 2.7%. Securities named in the video, but not listed here are not held in the portfolio as of 31 Mar 2025. Portfolio holdings are subject to change without notice. The discussion of portfolio holdings does not constitute a recommendation of any individual security.
