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Monthly Report

US High-Quality Strategy: Defensive Factors Still Under Headwinds

by Henry Tang, Research Associate  

The US High Quality portfolio underperformed its benchmark through December, returning 0.14%, while its SPY benchmark returned 0.78%. On a trailing three-month basis, the USHQ portfolio’s performance was weaker than the benchmark, with USHQ underperforming by approx. 545bps. 

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BCA Research | Equity Analyzer

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