e-fundresearch.com: How did your strategy manage to perform during last year's environment and which particular investment themes have delivered the strongest performance contribution?
Harry Lengsfield: Diversification was a very helpful factor in 2016 as different portions of the portfolio performed well during different times throughout the year. Succinctly stated, many risk averse strategies performed well over the first 6 months, and strategies focused on reflation and risk on fared very well during the latter half of the year.
e-fundresearch.com: With regards to the new year 2017: How optimistic is your view into the future and to what extent will your strategy be able to benefit from this market environment?
Harry Lengsfield: We are very optimistic as we feel nimble, diversified strategies will outperform passive strategies in this new world of economic and geopolitical event risk.
e-fundresearch.com: Thank you, Mr. Lengsfield.