Analysis of the recent performance recovery of multimarket funds.

NeoFeed recently published an analysis highlighting the renewed momentum in multimarket funds, following a prolonged period of significant outflows. Despite ongoing fundraising challenges and tight market conditions, some managers are starting to turn things around, and G5 Partners is among those leading this shift.

Our partner and portfolio manager, Fernando Donnay, CFA, CAIA®, noted that investors are still allocating to private credit, even as spreads tighten. He believes this trend is likely to change only when interest rates decline, but G5 Partners continues to recommend a structural allocation of around 10% in multimarket funds, given their potential for consistent long-term performance.

“Within G5 Allocation, we delivered a 21.3% return, with a focused approach 80% of the fund was invested in Capstone Macro, SPX Hornet, Genoa Capital Vestas, and SPX Raptor,” Donnay explains.

Read the full article here.