Report
TYC Diversified Portfolio
Please find attached the Diversified Portfolio Report.In line with the fundamental outlook described in recent reports, the
portfolio pursues a significantly more defensive asset allocation.
While the position in bonds goes against the current trend, the strategy
expects a slowdown in growth, which does not appear to be priced as of yet.
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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