UCITS Commentary

Commentary: Limited Term Income Fund (UCITS)

Given our skeptical view on the Fed and its motives, the duration of the portfolio has remained constant through much of the second quarter as we have focused more on diversifying the portfolio to weather many economic outcomes.

2nd Quarter 2019

      Commentary: Developing World Fund (UCITS)

      Although recent macroeconomic conditions have been challenging within many emerging markets, we believe their prospects are improving and are excited about the near-term prospects for our holdings.

      2nd Quarter 2019

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