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JP Omega

Research, market insights, press releases and documents for professional investors — from C8 Technologies and our global index and research partners.

Tag: JP Omega
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C8’s Weekly Bulletin: Seasons Greetings!

Newsletter 22 December 2022 · Jon Webb

It has been another strong year for C8 Technologies, as we continue to expand and spread the direct indexing message worldwide. We could not have done it without you all, our clients, partners and friends. We are very grateful for all your support in sharing our journey and achievements. Thank you! May we wish you the season's greetings and best wishes for 2023. For our final issue of the year, we highlight the recent recovery in interest rate and bond markets, and in 'long-only' allocation strategies, both of which were hit hard in the first three quarters of 2022.

JP Omega US Cross Asset – Monthly Report – October 2021

Newsletter 5 November 2021 · Jon Webb · 1 file(s)

The portfolio performed well and delivered +9.5% return in October, bringing a YTD return of +22.9%. The performance resulted from 50% equity exposure together with 25% exposure to both real estate and commodities. The allocation was fully leveraged (1.3x), as in September. There was no participation in Fixed Income and the further flattening of the Treasury Yield curve.