Report
TYC Diversified Portfolio
Please find attached the Diversified Portfolio Report.Performance was positive in September, driven by both long equity and long
USD trades.
Reduced domestic inflation pressure in Mexico causes constructive position
adjustments, taking advantage of improved entry points provided by the
market. Otherwise, position adjustments are marginal. The portfolio remains
long both equities and bonds on underweight basis.
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/
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