Plenisfer Q3 Commentary - Destination Value Total Return Fund

In Short

Plenisfer Q3 Commentary addresses portfolio update and changes

After a favorable start of the quarter for financials markets, due to the July equity rally driven by the "Magnificent 7" (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla), August and September gave up some of those gains, driven by weak economic data and growing concerns about the strength of the major economies.

Rates have continued to rise despite the Fed's pause and the latest signal from the ECB…


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Q3 Commentary: Destination Value Total Return Fund

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