When everything falls: navigating a multi-asset drawdown

March tested diversified portfolios. Geopolitical pressure and energy supply disruption drove simultaneous moves across equities, bonds, and commodities. How the TRF responded.

The April Bounce Back

The Total Return Fund returned +5.0% net of fees in April, navigating one of the sharpest market reversals in recent history. April delivered a powerful reversal from the volatility of March, with the S&P 500 surging to its tenth all-time high of the year in one of the sharpest recoveries in recent market history. As […]