Performance

March was a difficult month for markets and portfolio managers. We gave back some of the gains made in February, ...

February delivered another strong month for the fund, with PT returning 5.02% against the ACWI's 1.29%, a month w...

January was an exceptional month for the fund and marks the single best month of investor returns since Pinetree’...

December closed a volatile year that featured Trump's emergency tariffs, a breakout in the Bloomberg Commodity In...

We had a strong month, which is reflected in the fund’s performance. However, I am getting an uneasy feeling when...

I started my career towards the end of the technology mania twenty - five years ago. Making money was so easy tha...

September was our best month for investors since the fund’s inception. I continue to maintain cash in the portfol...

The strategy we back tracks Global liquidity (G-7 Central banks) and invest...

We are now becoming a little concerned about the euphoria in asset markets, and hence we have added Cash to the p...

We would love macro investing to be boring but the LIQUIDITY creation and drivers of global LIQUDIITY are constan...

Politicians show little appetite for cutting spending, as seen with the recent “Big Beautiful Bill” (BBB). While ...