Unprecedented, or Not?
Assessing the current market situation amid global pandemic

A letter to clients
by Peter Kraus, Chairman and CEO, Aperture Investors

The month of March brought a global pandemic, and with it, levels of volatility in both equities and credit not seen very often in history. As investors, it is our job to navigate whatever scenario we encounter and to endeavor to create alpha no matter what the conditions. This month was no different.

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UNPRECEDENTED, OR NOT?

Assessing the current market situation
amid global pandemic.

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