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COVID-19 Market Update for March 2020

Below are 20-day and 60-day volatility numbers for the Fortress Fund and its benchmarks during the month of March. We have also provided a daily comparison chart between the Fortress Fund, the MSCI ACWI, and a 70/30 portfolio. You cannot put your seatbelt on in the middle of a car crash; you must have it on before it ever begins. We take a proactive approach to risk management, and we will continue to do so in the weeks ahead. Our highest priority is protecting client capital, and we were pleased to see the Fortress Fund mitigate volatility and losses throughout March.

If you have any questions about recent performance or the strategy, feel free to give us a call. Please note that these numbers are net estimates that include the Fortress Fund fee of 0.65%. 1/12th of the fee is charged each month of the year.

ATC's investment strategies are not suitable for all readers. All of the trading strategies utilized by Abraham Trading Company are speculative and subject to significant risk of capital loss. No representation is being made that an investor will or is likely to achieve profits similar to those achieved in the past. As with all investments, the risk of loss in trading these investments can be substantial. People can and do lose money. Carefully consider your personal financial situation and your risk tolerance before investing. ATC, including but not limited to all associated persons and employees of ATC, is held harmless and without liability for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained in these materials, articles, or media. Materials, articles, or media created by ATC should NOT be considered authoritative or a substitute for the exercise of your own skill and judgement in making any investment or other decision. Any opinions by ATC or its associated persons on this website, in these materials, or in any related media, are the opinions of ATC and its associated persons and should be treated as opinions.


The data for the graph and table below are current as of the close of the 3/31/20 trading day. *indicates a performance estimate. **70/30 represents a 70/30 portfolio, using 70% MSCI ACWI and 30% Barclays US Aggregate Bond Index. ***MSCI ACWI is MSCI's global stocks index.

Fortress Fund 2020 Daily Comparison – 1/1/20 to 3/31/20

Fortress Fund Performance & Volatility

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