Activism and hedging remain the right watchwords
Monthly Report March 2021
The consolidation expected by many market participants failed to materialize in the past month. The further rise in interest rates is now obviously seen more as a sign of positive economic development, and the possible threat of rising inflation has receded into the background. At the same time, however, the risk of a correction remains, as the fight against the Corona pandemic continues to prove tough. Mutated viruses in particular could prevent the success of the vaccination strategy.
The composition of our fund proved to be mostly correct again in March. On the one hand, our cyclical positions continued to benefit from the upward trend, and on the other hand, our defensive stocks also contributed to the good performance. For us, the combination of activism and hedging remains the right recipe! Since the beginning of the year, our fund has gained +8.0%.
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