Fund Portfolio Commentary

Portfolio Commentary for the Absolute Strategies Fund is provided on a quarterly basis. Additional information can be found within the shareholder letters in the Annual and Semi-Annual Reports. If you are a financial adviser and would like to be added to our e-mail distribution list, contact us by e-mail.


This is an update to our commentary from June, which can be found below. These comments and additional information will be provided in the Fund’s semi-annual report for the period ending Sept 30, 2018

“…Additionally, global central banks are unwinding their balance sheets and significant increases in interest rates are adding very meaningful risk to the overall environment. Investor portfolios have near-record allocations to beta risk of all kinds and have almost no way to escape a selloff in both stocks and bonds.” [ read all ]