the 1 year 'report card' is less bad, but still in the red.
in the last 12 months they only outer performed in 2 of those months, and yes one of them was just this december. but hamish needs to string together another few months like that. markets are rotating out of tech into energy etc. and there is not much exposure in the value end of the market so im not yet sold that they will keep performing. i think the downside protection argument is a furfy and platinum funds may even perform better as they own more value names and are short the nasdaq for true downside protection and hedging if and when the markets go belly up.
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- Ann: Funds Under Management - December 2021
Ann: Funds Under Management - December 2021, page-65
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