News
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Our CIO, Davide Accomazzo, quoted on the Los Angeles Business Journal on collateralized pre-IPO loans.
April 24, 2023
Prism Launches to Streamline Liquidity Process for Unicorn Employees. Although banking failures...
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Davide Accomazzo on the collapse of Silicon Valley Bank
March 15, 2023
Davide Accomazzo strikes a reassuring tone in the Silicon Valley Bank collapse. See the interview...
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The Future of Made in Italy
October 20, 2022
Davide Accomazzo, CIO THALASSA CAPITAL, speaks at Malibu Conference “The Future of Luxury: Is Made in Italy...
Blog
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Banks Earnings
After the recent turmoil in the banking sector due to cash sorting and a few runs on regional...
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Sector Focus: Emerging Markets Debt
In our year-end missive, we spent a few words on the valuation discount of Emerging Markets versus the...
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State of Play: A Few Yards Left
In this volatile and largely disappointing 2022, we have a few yards left to go before closing the...
Quarterly Letter
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First Quarter 2023 Investors Letter
“Banking is necessary. Banks are not.” – Bill Gates Click here to download First Quarter 2023...
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Fouth Quarter 2022 Investors Letter
“The secret of change is to focus all of our energy not on fighting the old, but on building the...
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Third Quarter 2022 Investors Letter
“Inflation is taxation without legislation.” – Milton Friedman Click here to download Third Quarter...