Navigating Market Volatility: Silicon Valley Bank’s Challenges and Spillover Effects

We’d like to share our perspective on Silicon Valley Bank’s recent challenges and spillover effects; whether we are facing a financial crisis and how we’ve positioned the Tall Oak Capital Appreciation Fund to navigate the current market volatility.

We understand how unsettling these situations can be, and we encourage you to reach out to us if you have any further questions or concerns regarding the current environment. Your trust in us is paramount and we remain dedicated to serving you with integrity and transparency. 

At a glance:

  • Silicon Valley Bank failed due to a run on the bank and an asset/liability mismatch problem
  • Concerns about the health of regional banks has increased bank stock price volatility
  • The Tall Oak Capital Appreciation fund had zero exposure to SVB, Signature Bank or First Republic.
  • We don’t believe this is the same as 2008 – that was a solvency problem from bad loans originating from the US housing market
  • Our priority is managing risk and we continue to maintain a conservative stance in the Tall Oak Capital Appreciation Fund.

Read the full report here:

The views expressed in this commentary are those of Tall Oak Capital Advisors as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Statistics, factual data and other information are from sources Tall Oak believes to be reliable but their accuracy cannot be guaranteed. This commentary is intended for distribution only in those jurisdictions where Tall Oak Capital Advisors are registered. Securities-related products and services are offered through Raymond James Correspondent Services Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Gryphin Advantage Inc., which is not a member-Canadian Investor Protection Fund. This commentary may provide links to other Internet sites for the convenience of users. Tall Oak Capital Advisors is not responsible for the availability or content of these external sites, nor does Tall Oak Capital Advisors endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Tall Oak Capital Advisors adheres to.