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Hedged Equity

Hedged Equity Q1 2022 Commentary

The 1st quarter of 2022 was a powerful reminder that risk is an ever-present reality in the markets. The concerns in our Q4 2021 note, that the normalization of interest rates would be significant and could last for years, is coming to fruition.

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Hedged Equity Q3 2021 Market and Fund Commentary

Download PDF   The 3rd quarter of 2021 was a literal tale of two cities. The September 2nd’ quarterly peak drove S&P returns up about 5.8% rising on significant reopening optimism. However, concerns about a Chinese growth roll over and credit issues combined with the potential for a more hawkish FED nearly erased all the S&P’s gains.…

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