Dear Perella Weinberg Xerion Investors . . .

Dear Perella Weinberg Xerion Investors. We were down 4.23 percent net in May, but thank God for our short on the Euro. Still, it was an "anomaly" period. Also included: Dan Arbess' presentation at the Ira Sohn investment conference.
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We were down 4.23 percent net in May, but thank God for our short on the Euro. Still, it was an "anomaly" period. Also included: Dan Arbess' presentation at the Ira Sohn investment conference.

Arbess Ira Sohn Presentation [PDF]

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