Global Return Asset Management February 2020 Performance Update

Global Return Asset Management performance updated for the month ended February 29, 2020. Q4 2019 hedge fund letters, conferences and more Dear Friends and Partners, Since today is the last trading day in February, I’m sending a quick note to let you know that I’m very happy with our portfolio’s out-performance and I look forward to sharing our results in the coming week. Yes, our portfolio declined during February but not with the same magnitude of comparable indexes and peer groups, and we even took the opportunity to add to several existing positions. Going forward, I’m sticking with our strategy…