US High-Quality Strategy: Navigating The Landing
Published on
This month both the USHQ and SMID portfolios saw a downturn due to the idiosyncratic risk from the Powell's dovish stance in the May FOMC meeting. However, the Safety, Value, and Quality outperformed, resulting in a 4.13% return in BCA Score L/S.
BCA Research | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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