Boothe Investment Group, Inc.

Portfolio Overview

Boothe Investment Group, Inc. reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 19.8%, dropping from $262.37 million to $210.34 million. This reduction in value is attributable to a combination of market performance and active portfolio deleveraging, as evidenced by the exit from 13 positions and the reduction of several existing stakes. The portfolio is relatively concentrat...