O'Keefe Stevens Advisory Q4 2025 Investor Letter cover graphic
Quarterly Investor Letter Q4 2025 January 30, 2026 As we close out 2025, I want to reflect on what drove […]
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Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2025 Q3
Quarterly Investor Letter Q3 2025 October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third […]
Advisor reviewing printed financial reports with a client across a desk
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2025 Q2
Quarterly Investor Letter Q2 2025 August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was a mere three […]
Advisor reviewing printed financial reports with a client across a desk
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Advisor reviewing printed financial reports with a client across a desk
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2025 Q1
April 25, 2025 Quarterly Investor Letter Q1 2025 I’ll Leave The Political Commentary for Others As I write this letter, […]
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2025 Tax Essentials: Key Dates, Details, and Limitations Disclaimer: Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2024 Q4
Quarterly Investor Letter Q4 2024 January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]

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