Arnott Capital commentary for the month of July ended July 31, 2022.
The fund returned negative 0.96% for the month of July 2022. Net exposure averaged 1% long, while gross averaged 154%. This brings our Calendar Year Return to positive 1.15% and since inception return to positive 23.22% p.a. net of fees.
Q2 2022 hedge fund letters, conferences and more
Since the end of 2021 we have taken a cautious view on risk assets as we saw two headwinds emerging as we entered into 2022:...
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