At Bluestone, we believe investor communication is important, and we provide several regular publications that give investors insights into the portfolios and our thinking. Each strategy has a quarterly commentary which details the performance of the strategy, notable changes that were made to the allocation during the quarter, and an overview of our thoughts on the market.
In addition, we provide access to our proprietary global macro research notes which are produced at an affiliated company for a select list of professional investors and money management firms. These notes highlight facts and opinions on recent events in the global economy. While the opinions expressed may vary from our current positioning in the strategies, we feel they provide excellent information and “food for thought” for both us and our investors.