Quarterly Investor Letter Number 11 (Q4 2019)

We are pleased to report a strong finish to 2019 with the fund ending the year higher by 18.5%.

In our quarterly letter, we spend some time giving our perspective on the ‘Economic Cycle’. While we continue to see compelling secular growth in many sectors, we are building exposures to traditional ‘value’ sectors and securities.

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Somerston Asset Management
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