🚩 Banner Days
When our analysts went above and beyond to create exceptional alpha
Every great fund has moments that define its character. These are ours—carefully selected instances where our congressional analysts demonstrated remarkable timing, sector rotation, and risk management.
Some might call these trades "suspicious" or "insider-informed." We prefer "institutionally advantaged." The distinction is technical but important: zero members of Congress have been prosecuted under the STOCK Act.
PELOSI Act Advances
The Senate committee advanced the 'Preventing Elected Leaders from Owning Securities and Investments' Act. If passed, our analysts may need to explore new alpha-generation strategies. We remain cautiously optimistic it will stall.
Read analysis →Greene's Liberation Day Alpha
Rep. Marjorie Taylor Greene deployed up to $315K into equities while rotating out of Treasury bills on April 8-9, 2025. The very next day, President Trump announced a 90-day tariff pause, sending markets higher. Our analysts call this 'reading the room.'
Read analysis →Bresnahan's Healthcare Rotation
Rep. Rob Bresnahan sold hundreds of thousands in Allegheny County Hospital Development Authority bonds, one month after voting for legislation affecting hospital funding in that region. Portfolio rebalancing at its finest.
Read analysis →Tuberville's Tech Timing
Sen. Tommy Tuberville reduced Apple exposure ahead of tariff announcements that impacted tech valuations. Financial analysts called the timing 'super suspicious.' We prefer 'super sophisticated.'
Read analysis →Feinstein's Healthcare Hedge
Sen. Dianne Feinstein reduced biotech exposure worth up to $6M shortly before pandemic volatility hit the sector. As a member of the Senate Health Committee, her risk management timing demonstrated deep sector expertise.
Read analysis →Cotton's Intel Dividend
Sen. Tom Cotton, Senate Intelligence Chair, reduced equity exposure by $1.6M before COVID market impacts materialized. Intelligence-gathering at work.
Read analysis →Burr's Prescient Portfolio Pivot
Sen. Richard Burr demonstrated exceptional foresight, reducing exposure to hospitality stocks worth $1.7M just weeks before the market recognized COVID-19 risks. His timing, following a classified Senate briefing, showcased the kind of macro awareness our fund strives to capture.
Read analysis →Loeffler's Remote Work Thesis
Sen. Kelly Loeffler executed a sophisticated sector rotation: selling $3.1M in traditional equities while building a position in Citrix Systems (remote work infrastructure). This prescient trade, initiated the day of a classified COVID briefing, anticipated the work-from-home revolution.
Read analysis →STOCK Act Streamlined
Congress quietly amended the STOCK Act, removing online disclosure requirements for staffers. Efficiency improvements that kept the focus on what matters: results.
Read analysis →STOCK Act: A New Era of Transparency
Congress passed the STOCK Act, requiring trade disclosures within 45 days. Our analysts welcomed the transparency—it helps investors follow their strategies. Notable: Sen. Burr was one of only 3 senators to vote against it.
Read analysis →Bachus Bets on the Bear
Rep. Spencer Bachus, chair of House Financial Services, attended a private meeting with the Treasury Secretary and Fed Chair. The next day, he purchased options betting markets would fall. They did. Textbook macro positioning.
Read analysis →Pelosi's VISA Vision
Rep. Nancy Pelosi participated in the VISA IPO, securing shares at the offering price while credit card legislation was under consideration. The position appreciated significantly. A masterclass in identifying regulatory tailwinds.
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