The Auspice Diversified Program lost 1.84% in March as commodities pulled back and Equities have whip-sawed up and down.
The Great Rotation
One of our clients sent us something interesting last week. It was a simple concept where one considers investment class performance in two different five year periods: pre 2008 crisis and post. We decided it was worthwhile to utilize our own analysis to highlight the importance of this concept.