ByteTree Asset Management released its "The Multi-Asset Investor Strategy" Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The firm reported a relatively resilient but defensive quarter, with the Soda Portfolio gaining 2.8% and outperforming its benchmark while the Whisky Portfolio remained marginally ahead of the FTSE 100 despite heightened volatility following a sharp market selloff. The firm said performance was driven by timely risk reduction, including cutting...
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