PANDEMICS_ANTIFRAGILITY
April 15, 2020
We hope that this note finds all of you and your families healthy, safe and sound. We are all faced with an unprecedented situation and are struggling to make sense of what the future will look like. While we are not qualified to provide a qualitative view on the cause and effect of this virulent disease, we would like to share a few thoughts on how we are positioning our portfolios to face this “Black Swan Event”
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