Jeffrey Gundlach's Doubline Multi-Asset Growth Fund is up 2% year-to-date.
Just a few hours ago, Gundlach led a call with investors to explain how he did it.
Among other things, the fund has been long Treasuries, long gold, and short copper. It also has no exposure to emerging market equities.
Pretty brilliant.
We've got the full presentation that accompanied his call today.
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