Q1 / Q2 of the current year couldn’t have seen a more emotional ride of our equities portfolio: it needed a lot of courage not to sell at bottom prices in March.

We follow closely the FED rates as a main instrument to get the the financial markets back to a new normal, trying to figure out what will drive and disrupt the economy in the middle of a terrible virological impact around the world.

We believe the FED will keep cutting interest rates which should be very beneficial for all types of investable assets. A number of new players will benefit specifically, given dramatically changing working and lifestyle habits.

The founder and senior partners of OSF feel that the foreseeable future needs full attention and most likely an increased appetite for new investment opportunities. This is the reason why OSF will focus exclusively on the administration of proprietary assets, serving our family offices and related investment holdings. We wish the departing limited partners and outside investors the deserved success and encourage them to continue exchanging investment ideas informally with OSF as in the past.