The Absolute Return Partners Newsletter – Dec 2012

This month’s letter focuses on the short to medium term factors that drive our asset allocation and portfolio construction. All research suggests that financial markets are not driven by economic fundamentals in the short to medium term, so why should the investment process be?

Enjoy the read.

http://www.arpllp.com/core_files/The_Absolute_Return_Letter_1212%281%29.pdf

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