Alternative Investment Posts
To view the entire newsletter click here.
“You have to let it all go, Neo. Fear, doubt, and
disbelief, Free your mind.”
Morpheus – The Matrix
• PERFORMANCE – Serenity Alternative Investments Fund I returned +1.42% in July and +3.98% in August net of fees and expenses. Year to date the fund has returned +32.6%.
• THE ANTI-CYCLE – A convergence of factors have put the cyclical recovery on hold. Is the defensive posture of the market here to stay?
• VALUATION – At all-time highs, are RE
Member Posts:
Log In for More