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Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
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Article Feature: Dominick D’Angelo in the Real Deal O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured […]
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RIA Collective Podcast: Blueprint for Independence with Justin Stevens In this compelling episode of RA Collective, host Charlie Van Derven […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2024 Q1
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, […]
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 […]
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The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS ​​​Greetings from Rochester. We hope you are off to as […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q4
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
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 Value Connection Newsletter cover, 2023 Q4
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q3
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]

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