Incrementum All Seasons Fund Seasonal Reflections – 2024/04
A sluggish year
- IASF Investment Strategy: Critical Review
- Long live the King
- Welcome to the casino
- Macros observations
- The latest portfolio developments
- Concluding remarks
These “Seasonal Reflections” represent the author’s personal and subjective views, and none of what is stated therein must be considered as a recommendation to buy individual securities, or to encourage 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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