Report
TYC Diversified Portfolio
Please find attached the Diversified Portfolio Report.Performance was positive in October, mostly driven by long equity and long
USD investments.
The strategy maintains its long stance across most asset classes on slightly
underweight basis.
There is profit taking in several long USD trades, as the stronger cyclical
picture is partially priced by now.
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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