Aperture New World Opportunities: Commentary for Q1 2021
Quarter in Review
To paraphrase the 16th century poet John Dunne, no fund is an island.
Investment funds function in financial markets, and the interactions between the real economy, interest rates, and asset prices cannot be overlooked, even amidst a historic global pandemic.
2020 did generate unprecedented surprises for fund managers. But 2021 has also already delivered its share of unforeseen American events with global repercussions.
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Peter Marber is the Portfolio Manager of the Aperture New World Opportunities strategy. For over 30 years, Peter has professionally invested billions of dollars for many of the world’s largest companies at firms including Loomis, Sayles & Company, HSBC, and Wasserstein & Co. Peter is based in Aperture’s New York office. Peter earned his B.A. at Johns Hopkins, his M.I.A. from Columbia, and his Ph.D from The University of Cambridge.