Choice Equities Capital Management letter to investors for the first quarter ended March 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear Investor: 2019 is off to a solid start. The dour mood that marked markets at the end of the year has quickly faded and been replaced with more optimistic leanings as signs of looser monetary policy and progress on global trade initiatives have allayed investors’ fears. Though our portfolio lagged a touch in a largely vertical move for the markets in the quarter, Choice Equities Fund (CEF) fared well, up +13.1% and +10.5% on a gross and…
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