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December was another month of high dispersion across markets. The Federal Reserve issued more hawkish commentary than the market expected, which weighed on bonds, but equities continued to rise. This month value stocks took the lead over growth stocks. Our portfolio positioning added value but our international and Australian equities investments rose less than the broader market.Read More
The portfolios gave up a little bit of September’s outperformance in October. The overall portfolio positioning added value as international equities outperformed domestic and bonds fell, but the tilt to value in equities subtracted value as growth stocks recovered some ground.Read More
September was a strong month for the portfolios, with our defensive positioning protecting the portfolios from the market drawdowns, and our tilts toward value investments and energy adding value as well. Click through for a short video and detailed commentary.Read More
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Please note that past performance is not a reliable indicator of future performance.
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