Global Return Asset Management May 2020 Update: Up 16% YTD

Global Return Asset Management performance update for the month ended May 31, 2020. Q1 2020 hedge fund letters, conferences and more Dear Friends and Partners, In May, we generated a net gain of 13.6%.1 We ended the month with 25% of assets in Cash and a Net Market Exposure of 34%. Year-to-date, we’ve generated a net gain of 16.1% as of June 8.1 Additional Commentary Our portfolio is performing like I said it would. Here are a dozen emails I’ve sent that explain why we’ll outperform in volatile markets. March 2020 February 2020 December 2019 July 2019 Postscript July 2019…