Global Return May 2019 Update: Market’s Volatility

Global Return Asset Management update for the month of May 2019, discussing navigation through the market’s volatility. Q1 hedge fund letters, conference, scoops etc Q1 hedge fund letters, conference, scoops etc Dear Friends and Partners, Earlier this week when we sent our April results we promised to send a more expansive discussion on how we’re navigating the market’s volatility. The S&P 500 and the Dow are nearing their worst May performance in nearly 50 years. Conversely, Global Return’s performance month-to-date reflects a portfolio that’s well-positioned to weather this volatility. Below is an explanation of how we’ve accomplished this. How do…