Value investing program current 10-year Treasury yields at 4

Current 10-year Treasury yields at 4.3% have pressured REIT valuations; certain office REITs trade 30% below NAV, a potential buying zone for a value investing program seeking discounted asset plays. Historically, gold has served as a hedge against inflation and market volatility. Many investors turn to “safe haven” assets like gold during economic and geopolitical instability to preserve their wealth. Fluent, Inc.'s data-driven performance marketing solutions empower brands to connect with consumers and drive business growth. Geygan’s addition to the board is expected to enhance the company’s strategic direction and foster long-term value creation. Infrastructure stocks in energy transition themes remain undervalued despite government funding tailwinds; EV/EBITDA multiples under 9 appeal to a value investing program focused on long-term projects.