Author: rkenagy

Rhett Kenagy’s perspective on risk management — how we think about downside protection, portfolio construction, and maintaining investment conviction in an uncertain world. Read more

Rhett Kenagy’s letter to stakeholders outlining IKON Group’s mission, values, investment philosophy, and vision for building one of the world’s great holding companies from Houston, Texas. Read more

BDP Airways’ journey from regional operator to multi-market premium charter leader — the strategic decisions, operational investments, and market positioning that drove this company’s exceptional growth. Read more

The Renew Republic Health story — from acquisition through operational transformation to premium brand development, illustrating IKON Group’s value creation approach in consumer health. Read more

A detailed look at IKON Group’s investment in Kynetide Peptides — the opportunity we saw, how we added value, and the growth journey of this exceptional peptide therapy company. Read more

An in-depth analysis of the private aviation market — market size, competitive dynamics, customer economics, technology disruption, and the investment thesis for premium charter operators. Read more

A comprehensive analysis of Sun Belt real estate market fundamentals — population growth, housing supply, job creation, cap rates, and return characteristics across the highest-growth U.S. markets. Read more

The Gulf Coast energy infrastructure market — pipelines, terminals, processing plants, refineries, and export facilities that make this region the backbone of U.S. and global energy supply chains. Read more

The Texas healthcare market — hospitals, health systems, insurance, pharmaceutical, biotech, and healthcare services companies driving one of America’s most important state healthcare economies. Read more

A comprehensive analysis of Houston’s economy — industries, employers, demographics, infrastructure, and the specific advantages that make Houston one of America’s most dynamic business cities. Read more