by IRON FinancialIncertus | Performance – October 2022
Performance for the IRON Incertus Portfolio as of October 31, 2022 is now available.
by IRON FinancialIncertus | Performance – September 2022
Performance for the IRON Incertus Portfolio as of September 30, 2022 is now available.
by IRON FinancialIncertus | Performance – Q3 2022
We remain very cautious and are continuing to monitor the macroeconomic landscape. Financial markets and the economy are still confronted by several challenges like high inflation, ongoing Fed rate hikes, and geopolitical instability.
by IRON FinancialIncertus | Portfolio Trade
We are reducing our position in long-duration US treasuries and increasing our US inflation-protected long-duration treasury exposure.
by Aaron Izenstark, CIOIncertus | Performance – Q2 2022
Overall, Incertus generated a smaller loss and other wins compared to its benchmarks.
by Aaron Izenstark, CIOIncertus | Performance – Q1 2022
Overall long-term Incertus portfolio returns have been solid compared to our benchmark.
by Aaron Izenstark, CIOIncertus | Portfolio Trade
Higher inflation continues to pressure markets while real economic growth continues to decline. Meanwhile, we are positioning defensive assets to help temper potential portfolio volatility.
by Aaron Izenstark, CIOIncertus | Performance – Q4 2021
Fixed income outperformed. Inflation-protection securities was a strong contributor, and long-duration bonds also did well.
by Aaron Izenstark, CIOIncertus | Portfolio Trade
For several reasons, we sold our position in MongoDB to position the portfolio more conservatively.
by Aaron Izenstark, CIOIncertus | Portfolio Trade
With a continued build-up in uncertainties, we moved to exit our position in the Boston Beer Company.