We have carried a considerable contrarian bet through the third quarter of 2016. That is, a strong bias toward local assets versus those offshore, and an aversion toward cash in favour of higher yielding competing asset classes. This positioning is…
Obsidian third quarter commentary – 2016
We have carried a considerable contrarian bet through the third quarter of 2016. That is, a strong bias toward local assets versus those offshore, and an aversion toward cash in favour of higher yielding competing asset classes. This positioning is…