Report
TYC Best-trade Portfolio
Please find attached the Best-trade Portfolio Report.The portfolio performed well in July almost matching positive results last
month. The best performing asset class was equities with strong rebounds in
India and Spain as global risk-on sentiment returned.
The portfolio makes several changes towards a more defensive profile going
into the new month as the economic outlook has deteriorated. During early
August, the strategy has identified a continued broadening of economic and
financial risks, especially in emerging markets.
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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