Global Return Asset Management performance update for the month ended January 31, 2019.
Q4 hedge fund letters, conference, scoops etc
For the month of January, we generated a net return of 10.24%.1 We ended the month with 11% of assets in cash and had a net market exposure of 51%.
Investment Objective
Seeks long-term capital appreciation and income using value investing strategies focused on risk management.
Investment Highlights
- Concentrated portfolio of U.S. listed stocks
- Long-term focus with low turnover
- Bottom-up fundamental analysis
- Hedged with index options
- Fully integrated ESG
Primarily invests in select high-quality companies that are market leaders with a history of increasing revenues and cash flow, have high returns on invested capital and durable competitive advantages. Short exposure with index options for risk management.
About Global Return
We’re technology-powered value investors focused on risk management. Our advanced technology and proprietary risk management strategies have enabled us to consistently deliver superior risk-adjusted returns since our inception. Visit our website to learn more.
