Nicely said - likewise, pleased to be exposed to LSF - this year certainly looks to have been a year where shorter's have ramped up - not sure if the pickings will be as great next year?, it's interesting to see LSF (Long/Short) changes in exposure as they release updates.
Have been looking across a number of funds and notice quite a varied support by the market to their performances ie.
HUB, PNI, PGF, GQG, MFG, PTM, PIA - some appear over-loved, others less loved.
How might they navigate 2024?, is LSF's strategic plays perhaps placing them in the forefront to manage what-ever comes?
Expect there's so many unknowns at present where the market might land as the Fed. navigates the interest rate cycle - we need skilful researched strategies to come out on Top - I'm keen to see how this sector looks this time next year!
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- Ann: Monthly Report - October 2023
Ann: Monthly Report - October 2023, page-4
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8 | 35870 | 3.150 |
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Price($) | Vol. | No. |
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3.200 | 51309 | 5 |
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