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November 10, 2026
Perfect 10 Investor Letter for October
October performance -2.04%, net return since inception +2.83%
Key points for October
- The Fund returned -2.04% in October
- The Fund Manager sees potential for a recovery in risk assets following the US midterms and possible geopolitical de-escalation
- The Fund is positioned across US Treasuries, the US dollar, US and Chinese equities, gold and commodities
See the investor letter for more details.
