Monthly Report
US High-Quality Strategy: Large Caps Lag, SMIDs Lead in Market Rebound
The US High Quality (USHQ) portfolio underperformed its benchmark through April, returning 7.02%, while its SPY benchmark returned 11.55%. On a trailing three-month basis, the USHQ portfolio’s performance was weaker than the benchmark as well, with USHQ underperforming by approx. 338bps.
BCA Research | Equity Analyzer
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