Global Allocation Fund commentary for the month ended July 31, 2019. This commentary has been translated from Spanish to English.
Q2 hedge fund letters, conference, scoops etc
Never cared for what they do,
Never cared for what they know,
But I know
- Metallica - Nothing Else Matters
In July we have made some changes and additions to the portfolio, which we will try to explain:
In fixed income, we have bought 20% of the assets in the Austrian bond with a coupon of 2.1% and expiration 2117. The price, above...



