- Today, I would like to share with the Seeking Alpha community parts of my third quarter letter to DM Martins Multi-Asset Fund's partners.
- The period marked the end of the "everything rally" in August and the tumbling of stocks in September.
- It's against the backdrop of resurgent COVID-19 cases, economic uncertainty, political instability and increase in market volatility that we begin the fourth quarter of 2020.
- I maintain my conviction in the three pillars of a successful growth investment strategy: Broad diversification, controlled use of leverage if appropriate, and low tolerance for sizable losses.
For further details see:
The End Of The Melt Up In The Third Quarter