US High-Quality Strategy: A Strong Month For Value And Small Caps
Published on
Value, Size, and Quality all outperformed in July. Both the USHQ Large Cap and Small-to-Mid cap portfolios performed broadly inline with their benchmarks. We also break down the Q2 2023 earnings releases so far, where banks and Financials surprised to the upside.
BCA Research | Equities
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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