Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Personal Assets Trust prioritizes capital preservation through a defensive asset allocation comprising high-quality global equities, low-duration inflation-linked bonds, gold, and Japanese yen. Amid heightened stagflationary risks and an expensive AI-driven tech landscape, the fund is maintaining a cautious stance, having trimmed equity weightings to the mid-thirties and increased currency hedges to protect against market corrections.
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Personal Assets Trust prioritizes capital preservation through a defensive asset allocation comprising high-quality global equities, low-duration inflation-linked bonds, gold, and Japanese yen. Amid heightened stagflationary risks and an expensive AI-driven tech landscape, the fund is maintaining a cautious stance, having trimmed equity weightings to the mid-thirties and increased currency hedges to protect against market corrections.
