Please find attached the Diversified Portfolio Report.
Following last month's change in asset allocation, the portfolio makes
smaller adjustments going into March.
The only significant change happens in FX, where the strategy finds several
opportunities, which have an idiosyncratic component and no not just depend
on the USD outlook.
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/