News

January 2024

Fall 2023

Aug 16, 2023

Value Creators Capital 2023 Annual Letter

Read Annual Letter - 2023

Graham & Doddsville - Columbia Business School Newsletter

Value Creators Interview with Kevin Fogarty & Kevin Nichols (starts on page 53)

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Japan’s GPIF Lays Groundwork for More Active Management

Pensions & Investment by Douglas Appell

Japan’s Government Pension Fund has awarded a mandate against the S&P 500 to Dupont Capital [Value Creators Team], selected through a process that used quantitative data-driven screens of manager skill. As of March 2023, the account size was reported at $608 million U.S. dollars.

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April 2024

Delaware State University Investment Club Security Analysis Workshop

See Social Media Post

July 2024

Value Creators Capital 3Q24 Commentary

Telecommunic-AI-tions Boom 2.0?

October 2024

July 2024

Falling Interest Rates

DuPont Capital calls time on 30-year external client business

Read Pension & Investments Article

Value Creators Capital 2Q24 Commentary

Value Creators Capital 2024 Annual Letter

January 2025

A Triple, FOMO, and Cash Flow

VCC on the Compounders with Ben Claremon Podcast

January 2025

Watch Compounders Podcast

Value Creators Capital 1Q25 Commentary

April 2025

Unpredictability & Uncertainty

Value Creators Capital 2Q25 Commentary

July 2025

Leaning into Cyclical Moats

CIO Kevin Fogarty featured on Edwin Dorsey’s Sunday Idea Brunch Newsletter

August 2025

Sunday Idea Brunch

Value Creators Capital 3Q25 Commentary

October 2025

Is Market Concentration Too High?