Vega Select was the stand-out performer in another month of high dispersion among global macro funds, with the rebounding Vega team scoring a gain of over 15% with their Select Opportunities fund for a striking year-to-date gain of almost 35% after nine months.
There were plenty of other big positive numbers on the month. Max Trautman’s Investcorp Stoneworks Global Macro was up 6.8% (although it is still down 3% for the year), while...