Report
TYC Best-trade Portfolio
Please find attached the Best-trade Portfolio Report.Global equities sold off in October as developed market bond yields remained
relatively high led by the US. The portfolio managed to perform well in that
environment, bringing YTD performance to 4%.
With oil prices turning, which adds to the signs of a global slowdown, the
portfolio remains positioned for upside in bonds and adds some currency
shorts in oil-exporting countries.
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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