Alternative Investment Posts
Results
The Partners Fund returned +7.3% in June, and +5.8% in the second quarter bringing year-to-date results to +8.2%, all net of fees and expenses.
Asynchronicity
Our most important observation of the past few years was recognizing this cycle would be fundamentally different, undermining the information value of historic market signals. The economy has proven less sensitive to the Fed’s aggressive tightening cycle (chart below) because most businesses and consumers locked-
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