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March 2018 archive

March 2018

I am pleased to be able to report that Polygon celebrated its fifteenth year investing on behalf of clients in 2018. For the year, we achieved an average return of 17.8% in our primary strategy, Global Growth, representing an outperformance of 1.6% against our benchmark of 70% global stocks and 30% US bonds. Since inception in 2003, our Global Growth composite has outperformed its benchmark by an average of almost 35 per year.

Diversification across asset classes and geography continues to be a mainstay of our investment process. With the dollar weakening against many currencies, for the first time in several years North America, was not the strongest performing region in the world in 2017. By comparison, Japan and Europe each grew by 24%, while emerging markets gained an impressive 38%. Given our global orientation, this environment resulted in improved, risk-adjusted performance across our portfolios.

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