Newsletter – Q3 2019

As per our last quarterly newsletter, markets have been choppy and moved sideways, and low interest rates have propped up global markets against the seemingly endless stream of geopolitical risks. Trade and Brexit risks and resolutions have dominated the headlines, and we expect US election risk to become increasingly front of mind. We have, however, been positioned for this type of market and thus our funds have performed relatively well in this difficult environment. Returns have been supported through active asset allocation and stock picking, and one of our core investment themes, Platinum Group Metals, performed well over the quarter.

Read the full article here: Q3 2019 Newsletter