Global Return Asset Management performance update for the month ended May 31, 2020.
Q1 2020 hedge fund letters, conferences and more
Dear Friends and Partners,
In May, we generated a net gain of 13.6%.1
We ended the month with 25% of assets in Cash and a Net Market Exposure of 34%.
Year-to-date, we've generated a net gain of 16.1% as of June 8.1
Additional Commentary
Our portfolio is performing like I said it would. Here are a dozen emails I've sent that explain why we'll outperform in volatile markets.

