Global Allocation Fund October 2018
05Nov

Global Allocation Fund October 2018 Commentary – We are watching the first innings of a much larger market disruption

Global Allocation Fund commentary for the month ended October 31, 2018.

Q3 hedge fund letters, conference, scoops etc

October has been a carnage specially for equity markets.

The starting point has been an acceleration in the ongoing process of higher government bond yields globally, affecting other assets through higher discount rates.

It . . .

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Author

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

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