Global Allocation Fund commentary for the month ended April 30, 2019. This letter was originally in Spanish and has been translated to English using Bing.
Q1 hedge fund letters, conference, scoops etc
"Sell in May and go away." - Popular saying
April has been another bullish month for the stock markets, especially for the European ones, in a trend that has not ceased to amaze us since the beginning of the year. We have seldom seen such a bull market, in an environment in which macroeconomic figures have been characterized by constant downward revisions of growth forecasts, and microeconomic figures by decreases in the expectations of profits, revenues, and...


