by Patrick Mullin, CFA | Feb 1, 2021 | News
Briarcliff Manor, NY February 1, 2021 – We are pleased to announce that the Timber Point Global Allocations Strategy and Portfolio Manager David Cleary have been recognized by Barclay Hedge as a Top 10 fund in the Global Macro category based on net return for...
by Patrick Mullin, CFA | Dec 1, 2020 | Commentary
It ‘tis the season to be jolly goes the old holiday carol and that has certainly been the case for small cap investors of late. After plunging deeper and then lagging their large cap brethren from the onset of Covid-19, small caps have coming roaring back. Relative...
by Patrick Mullin, CFA | Sep 1, 2020 | Commentary
We reiterate our belief from our last blog that the Covid-19 pandemic is on the wane in the U.S. based on the decline in national and state Covid-19 hospitalization figures that we continue to monitor. As a reminder, we focus on hospitalizations as a leading indicator...
by Patrick Mullin, CFA | Sep 1, 2020 | Commentary
Okay, we all need to take a very deep breath. No doubt you have heard the news that Covid-19 cases have increased over the past week, both domestically and internationally. Given what we have been through over the past 6 months this instinctively brings unpleasant...
by Patrick Mullin, CFA | Aug 26, 2020 | News
Timber Point Capital Management announces the merger of the Timber Point Alternatives Fund (EASIX) into the Timber Point Global Allocations Fund (CGHIX). Timber Point Capital Management (“TPCM”) announces that the merger (the “Merger”) of the Timber Point Alternatives...