Report
Martin Rossner

TYC Best-trade Portfolio

Please find attached the Best-trade Portfolio Report.

The rise in oil prices and yields challenged the strategy's asset allocation
during April. The portfolio still managed to perform positively as it was
positioned in some of the best-performing equity markets. In addition,
idiosyncratic currency shorts against the USD performed positively.

The portfolio makes smaller rebalancing adjustments as a continuation of
April's challenging trading environment, where rising yields generate
volatility in most asset classes, is expected in the near term.
Provider
ThirdYear Capital
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/

Analysts
Martin Rossner

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