Pivotal Point of View
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Pivotal Point of View – June 2024
The PivotalPath Composite Index appreciated 1.1% in May and is up 6.1% YTD. The Index continues to generate positive alpha of 6.3% relative to the S&P 500 (S&P) over the last 12 months, even as equity markets declined in April and recovered in May.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – May 2024
The PivotalPath Composite Index declined 0.2% in April and is up 4.9% YTD. The Index continues to generate positive alpha of 6.3% relative to the S&P 500 (S&P) over the last 12 months, even as equity markets declined in April.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – April 2024
The PivotalPath Composite Index rose 2.1% in March and is up 5.1% through Q1. The Index continues to generate positive alpha of 5.6% relative to the S&P 500 (S&P) over the last 12 months, even as equity markets soar.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – March 2024
The PivotalPath Composite Index rose 2.1% in February, building on its January return of 1.1% and 2023’s return of 7.6%. The Index continues to generate positive alpha of 3.4% relative to the S&P 500 (S&P) over the last 12 months even as equity markets soar.
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – February 2024
The PivotalPath Composite Index rose 1.1% in January, building on the 2023 return of 7.6%
Read Full article to learn about Hedge Fund Performance.
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Pivotal Point of View – January 2024
The PivotalPath Composite Index rose 2.0% in December, bringing the Index to
+7.7% in 2023.
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Pivotal Point of View – December 2023
The PivotalPath Composite Index rose 2.0% in November, bringing the Index to
+5.8% YTD. The Index continues to generate positive alpha of 3.9% relative to the
S&P 500 (S&P) over the last 12 months.
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