Up 36% year-to-date (8 March 2017) vs benchmark 10% since inception on 9 March 2016 with ZERO leverage. Discretionary fund utilizing multiple disciplines. Value investing with market timing. Quant-driven approach for commodities. Fundamental approach in single stock selection. We increase and decrease exposure based on broad market action and individual price action for single counters.
I guess this means we'll be back next year... although Glenn and Abraham won't be. :(   #walkingdeadtragedy