re: YTD Return?

Insane amount of choices and only a small equity allocation. I was only up ~8% last year but that's my annual target anyway, wasn't concerned about lagging the S&P. More excited about beating the BCAG.

I don't expect to get much more from the rest of the year, income should get me 2-3% but I doubt commodities are going to rally another 10%. If EM debt comes back with a vengeance than it could have some upside.