Quarterly Investor Letter Number 10 (Q3 2019)

We are pleased that we are able to be incrementally more positive about the potential prospective returns on offer from financial markets. We are very aware that such positioning is uncomfortably against the consensus of the majority but we consider the cycle is nearing an end and investors are crowded in safe assets that look very vulnerable. We feel the risk reward is improving significantly.

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Somerston Asset Management
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