With the one year anniversary of the fund, can you provide insight on how it has performed thus far? How was it managed, which investment strategies worked and which didn’t? What were the main contributors to the fund’s success this year?
The fund launched in early August 2019 and it’s fair to say that whilst the expected investing environment turned out to be quite different from our expectations, the performance of the fund was up 3.96% (I USD Cap share class as at end of August 2020) outperforming the Secured Overnight Financing Rate (SOFR) +2%benchmark by 2.28*%.
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