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July 9, 2026
Perfect 10 Investor Letter for June
June performance ↓0.80%, net return since inception ↑3.92%
Key points for June
- The Fund returned -0.80% in June
- The US economy is showing outperformance, while positioning in oil has turned record negative
- The Fund is positioned in the US dollar, oil, and tactical opportunities across equities and metals
See the investor letter for more details.
