Newsletter – February 2022

At the start of 2021 our investment team became extremely concerned that the amount of stimulus being thrown at the world economies was out of proportion to the economic effects of the Covid related slump of 2020.

2021 was a difficult year for our Balanced Funds, given that we positioned largely risk off for the year, with the Funds being positioned to benefit from the market having to reprice risk during the year.

Now in 2022, we are seeing tremendous volatility building in world markets and our funds are well positioned for this environment.

Read the full article here: February 2022 Newsletter