Hedge Funds - The First Ilictrao Bl Rallyus

The consensus has shifted from wearing rose coloured glasses of complacency in late 20 21 to now being fearful and embracing many of the long held fundamental concerns i had. Af slug flation, teo, political risks in a flat world, high valuations, persistent supply chain problems and obviously, too elevated economic and profit expectations. So last week, i began for first time to increase our net long exposure on the dip on wed Wednesday and th Thursday. And i'm happy to say that we're not only up for the month, we're positive for all of 20 20 22, which puts us in good stead against our peers and against the markets.