Drum Hill Capital
Quarterly Letter: Q1 2016
Global equities fell significantly at the beginning of the year, primarily driven by continued worries over slowing Chinese growth.
Markets recovered in the second half of the quarter as investor sentiment turned positive and central banks continued to ease.
Amidst this persistent volatility, we remain defensive but recognize gyrating markets present their own set of opportunities.
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Quarterly Letter: Q2 2016
Europe’s Migration Crisis
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