ACM Mano Delivers +1.2% for August 2017
The fund continued its summer trend of outperformance with returns exceeding that of both the broader index and its key benchmark. The portfolio’s core positions were largely unchanged in the face of volatility, while several or the shorter term catalyst investments saw attractive outsized returns. Underperformance was attributed to a short position in a Japanese […]
June saw positive performance in catalyst strategy while algorithmic strategies were slightly negative
The catalyst strategy outperformed the broader index and was in line with the key benchmark. Despite some intra month volatility, overall our positions’ previous month gains remained unaffected. On an individual basis, we saw some positions react to catalyst related news, but our overall portfolio positioning and adjustments dampened any affect to returns. We attributed […]