Report
TYC Best-trade Portfolio
Please find attached the Best-trade Portfolio Report.Positive performance in June was mainly driven by idiosyncratic currency
shorts like the TWD as major contributors. Furthermore, defensive bond
positions played out well as markets price chances of a global slowdown
after major corrections in Asian stock markets.
The portfolio takes profit in short SEK as tightening pressure has increased
in Sweden relative to the US, where economic momentum fades. Going into the
new month, there is not enough signal strength for any new trades at the
moment.
Provider
ThirdYear Capital
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
Martin Rossner
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