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The information contained in this document is for background purposes only, does not purport to be full or complete, does not constitute investment advice and may not be relied on. In particular, strategies have been and will continue to be adjusted, modified, developed, added and/or removed, and there can be no assurance that the Fund will in the future exhibit the same target risk allocations or other characteristics noted herein. On the contrary, these characteristics will change in the future, perhaps materially. No prospective investor should invest based on the information contained herein.

Posted on

March 14, 2023

3D Impact | Quarterly Review Q4 2022

Thank goodness we’ve made it through all of the market’s gloom and doom…or have we?! Stock markets discount the future, and with so much uncertainty, no wonder markets have been volatile. But is that set to end? As uncertainty peaks, investors look for predictability. Maybe there are some clues from how the most predictable companies’, Consumer Staples, stocks trade. History suggests outperformance periods are limited; perhaps expectations reset fast? Plus, fun historical anecdote study from past Bear/Bull inflections. Apparently, someone has to go to jail before the Bull market returns. Expectations reset.