Portfolio Insights
Disclaimer
The following reports/letters are provided for informational and educational purposes only and do not constitute investment advice, a recommendation to buy, sell, or hold any securities or digital assets, financial product, or service, nor is it an offer to sell or a solicitation of an offer to buy any such assets.
Recent Buy: Blue Owl
PDF
One of our latest additions to clients' portfolios is Blue Owl. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: April 20, 2026
Published: April 20, 2026
Recent Buy: Apollo
PDF
One of our latest additions to clients' portfolios is Apollo. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: April 3, 2026
Published: April 3, 2026
An Allocators Guide to Crypto Portfolio Management
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Varys Capital and Collar Capital Management have published a comprehensive guide for institutional and retail allocators considering exposure to the digital asset class. The 32-page report analyzes 10 years of performance data, presents optimized portfolio models, evaluates existing crypto benchmarks, and highlights key valuation frameworks for digital assets — providing the most complete publicly available resource for wealth managers and allocators navigating the asset class. The report is an update to the authors’ 2023 publication when they both were researchers at leading crypto research firm Messari. The data suggests a significant maturation of the asset class.
Published: March 23, 2026
Published: March 23, 2026
Download "An Allocators Guide to Crypto Portfolio Management.pdf"
Recent Buy: Kraft Heinz
PDF
One of our latest additions to clients' portfolios is Kraft Heinz. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: March 1, 2026
Published: March 1, 2026
Recent Buy: Adobe
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One of our latest additions to clients' portfolios is Adobe. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: February 7, 2026
Published: February 7, 2026
Recent Buy: DocuSign
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One of our latest additions to clients' portfolios is DocuSign. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: January 27, 2026
Published: January 27, 2026
FOMC Update and Outlook for 2026
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The Federal Reserve surprisingly expands its balance sheet and Collar Capital maintains a cautiously optimistic outlook for the S&P 500 in 2026.
Published: December 11, 2025
Published: December 11, 2025
Recent Buy: Virtu Financial
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One of our latest additions to clients' portfolios is Virtu Financial. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: November 21, 2025
Published: November 21, 2025
Recent Buy: Northern Oil & Gas
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One of our latest additions to clients' portfolios is Northern Oil & Gas. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: October 3, 2025
Published: October 3, 2025
Recent Buy: Target
PDF
One of our latest additions to clients' portfolios is Target. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: September 22, 2025
Published: September 22, 2025
Recent Buy: Conagra Brands
PDF
One of our latest additions to clients' portfolios is Conagra Brands. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: September 11, 2025
Published: September 11, 2025
Recent Buy: Salesforce
PDF
One of our latest additions to clients' portfolios is Salesforce. To learn more about why we are bullish on the company, click the link below to review our investment thesis.
Published: September 8, 2025
Published: September 8, 2025
AI in Your Portfolio
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Collar Capital's advisors highlight the transformative impact of artificial intelligence on the investing landscape over the next five years, addressing client interest in Nvidia (NVDA) by explaining that its projected growth is already reflected in its high valuation, carrying significant execution risks amid competition. Instead, they recommend investing in many other companies with direct or indirect AI exposure that offer substantial upside with lower downside risk.
Published: August 8, 2024
Published: August 8, 2024
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Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. This website is solely for informational purposes.