South River Large Cap U.S. L/S Fund Factsheet – September 2026 (Prelim)
South River Large Cap U.S. L/S Fund Factsheet – August 2026 (Prelim)
South River Large Cap U.S. L/S Fund Factsheet – July 2026 (Prelim)
South River Large Cap U.S. L/S Fund Factsheet – June 2026 (Prelim)
South River Large Cap U.S. L/S Fund Factsheet – May 2026 (Prelim)
Reflecting on Easter…

The Easter festival was celebrated this past w/e and the western world went into holiday mode.
Asian pandemics-a pattern emerges

It is unfathomable that, amidst all the interminable media commentary on Covid-19, little or no mention has been made of the two global pandemics of 1957/59 and 1968/70. The “Asian flu” of 1957/59 and the “Hong Kong flu” of 1968/70 both bore striking similarities to today’s pandemic. Indeed, there are such striking similarities between the two that we thought it worthy of comment.
A veritable tug of war

It’s hard to know which are the more striking headlines in these pandemic-impacted global markets.
I would walk a thousand miles…

New UK PM Boris Johnson’s pledge to go the extra 1000 miles to secure a Brexit deal with the European Union has echoes of that famous song by the Proclaimers, “I’m going to be” from their 1988 album “Sunshine in Leith” with its signature line “I can walk 500 miles and I can walk 500 more.”
Trumpie’s pressure on China…

So that’s it then. After all the fuss Trumpie’s stuck another $50bn of extra levies on a load of Chinese imports, let’s face it, it’s pretty small beer…and a lot of it, let’s be honest, is fairly low value-added stuff like kids’ toys, plastic ducks and wireless routers and the like…