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August 1, 2022 – Inflation, Bear Markets, and How KVLE Remains Resilient
August 1, 2022 – KMLM: Long USD and Short Other Currencies Shine While Commodities Retreat in Q2
July 25, 2022 – Coffee or Espresso? Right-Sizing US Treasury Exposure with BNDD
May 31, 2022 – Nothing’s Shocking.
KFA Funds is a premier platform for developing and delivering differentiated, high-conviction investment strategies to global investors. Our newsletter is a collaboration between our internal research department and our distinguished partners. Together we strive to offer differentiated perspectives on high-conviction investment strategies and themes.
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