KNA Capital July 2025 Update

July was a busy one for the Core Equity strategy as many of our companies reported earnings late in the month. Medpace was a notable highlight while Old Dominion Freight Line continued to struggle. In this month’s letter, CIO Todd Wenning discusses these companies and a few others and gives his take on what’s behind the popularity of the Oasis reunion tour.

You can view the letter below. Please read important disclaimers.