RGA Investment Advisors Q3'2018 Investment Commentary - A core position for the long-run - Hedge Fund Alpha (formerly ValueWalk Premium)
RGA Investment Advisors

RGA Investment Advisors Q3’2018 Investment Commentary – A core position for the long-run

RGA Investment Advisors commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc The second quarter was outstanding for our portfolios; however, the market absolved us of the opportunity to take comfort in those results rather swiftly. While this is our third quarter writeup and we typically confine this space to a discussion of the events during the course of the titled quarter, we feel it is important to address the market’s gyrations thus far in the fourth quarter. Seemingly on a dime, market sentiment changed from fairly constructive to rapidly destructive. When markets...

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