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Equities Monthly Report

US High-Quality Strategy: SMID Resilience Despite Quality Headwinds

Published on

The US High Quality portfolio underperformed its benchmark through October, returning -3.42%, whilst its SPY benchmark returned 2.23%. Our US High Quality SMID portfolio experienced a modest decline in performance this month. The portfolio returned -0.27%, underperforming its MSCI US Small and Mid Cap benchmark by 4bps. 

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