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Hedge Fund
A Cindarella Story: December 2021 Newsletter
December 2021 - Hedge Fund
• PERFORMANCE – Serenity Alternative Investments Fund I returned +8.83% in December net of fees and expenses. For the full year of 2021 the fund returned +48.8%.
• 2022 OPPORTUNITIES – Three economic scenarios may create REIT opportunities in 2022.
o PEAKING INFLATION – As CPI readings decelerate a more dovish Fed could be a boon for duration sensitive REITs.
o FED MISCALCULATION – What is now perceived as a Fed policy mistake roiled markets in 20