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Monthly Update: December 2018

12 January 2019
DECEMBER HIGHLIGHTS   2018 ended on a low, with the MSCI World booking its worst monthly loss in almost 10 years: -8.9%. All regions suffered badly. A growing fear of a severe global economic slowdown in '19 didn't stop the Fed from continuing its series of interest rate rises, much to the chagrin of President Trump. But his irritation only added to the sense of worry... Our long-only equity fund shared in the pain, losing 8.6%: a small outperformance vs. the MSCI Wo...

Monthly Update: February 2018

9 March 2018
After a very strong start to the year for all our funds in January came a partial pullback in February. However, the numbers that count most are still positive for the year: the absolute performance of the SIF (+5.0%) and Balance (+0.3%), and the relative performance of Equities (beating the MSCI World Index by 0.7%). Our stock selection is based on a set of proprietary mathematical models and tools, improved and refined throughout the years. Since the launch of our flagship...

Monthly Update: January 2018

14 February 2018
All three of our equity-strategy funds had strong starts to the year. Equities stayed well ahead of the MSCI World Index, with a gain for the month of +2.8%. vs. +1.8%. And it's a lead which we managed to hold onto in the market downturn that followed.   Balance gained 0.5% thanks to the outperformance of the underlying equity portfolio. The global equity exposure of Balance is now around 18%, meaning it's invested for 100% in the underlying equity portfolio (same one as "Equit...