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Insights

Investor letters, research notes, and market commentary from the Savana team.
Latest
Savana
US Small Caps Defying Expectations in 2026 | Interview with Evan Metcalf
April 16, 2026
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Savana
The Case for Active Exposure in US Small Caps
March 30, 2026
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Savana
Letter to Investors - February 2026
February 28, 2026
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Savana
Letter to Investors - December 2025
December 31, 2025
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Savana
Letter to Investors - January 2026
January 31, 2026
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Savana
Why the US Remains the World’s Most Attractive Equity Market
February 2, 2026
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Savana
Investment Markets Review 2025: Key Events & Themes that Shaped the Year
January 1, 2026
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Savana
US Small Caps Outlook: Why a Market Rotation Is Finally Underway
August 1, 2025
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Savana
Letter to Investors - October 2025
October 31, 2025
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