IASF – Seasonal Reflections – 2020 – Issue No. 2

Special Portfolio Edition
  • January 2020 – A Challenging Month for IASF
  • A Review of Current Asset Allocation
  • The Case for Energy Investments
  • A Temporary Setback for Shipping
  • Our Focus on Tangible Assets

These «Seasonal Reflections» represent only my personal and subjective views, and none of what I have said in them or is stated above is meant as recommendation to buy individual securities or to make an investment in the Incrementum All Seasons Fund. If you are looking for investment advice, please consult an appropriately licensed investment professional.

Incrementum All Seasons Fund – PDF

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