Q3 2025

 

Kinsman Oak Investor Letter Q3 2025

October 31, 2025

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LEGAL INFORMATION AND DISCLOSURES

This commentary is intended for informational purposes only and should not be construed as a solicitation for investment in the Kinsman Oak Equity Fund. The Fund may only be purchased by accredited investors with a high risk tolerance seeking long-term capital gains. Read the Offering Memorandum in full before making any investment decisions. Prospective investors should inform themselves as to the legal requirements for the purchase of shares.

The views expressed are those of the author as of the date indicated. Such views are subject to change without notice. The information in this document may become outdated. The author has no duty or obligation to update the information contained herein. Forward-looking statements, including but not limited to, forecasts, expectations, or projections cannot be guaranteed and should not be relied upon in any way. Actual results or events may differ materially from any forward-looking statements contained herein. The author has no obligation to update or revise any forward-looking statements at any time for any reason. Do not place undue reliance on forward-looking statements.

This document is being made available for educational and informational purposes only. The information or opinions contained herein do not constitute and should not be construed as investment advice under any circumstance. Investing involves risk including the complete and total loss of principal.

In preparing this document, the author has relied upon information obtained from independent third-party sources. The author believes that these sources are reliable and the information obtained is both accurate and complete. However, the author cannot guarantee the accuracy or completeness of such information and has not independently verified the accuracy or completeness of such information.

The author may from time to time have positions in the securities, commodities, currencies or assets mentioned herein. References to specific securities, commodities, currencies or assets should not be construed as recommendations to buy or sell a security, commodity, currency or asset. Furthermore, references to specific securities, commodities, currencies or assets should not be construed as an indication of any past, current, or prospective long or short positions held by the author.

This document may not be copied, reproduced, republished, posted, or referred to in whole or in part, in any form without the prior written consent of the author.

 
 
Alexander Agostino