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Equities Monthly Report

US High-Quality Strategy: Stronger Performance Awaits In 2025

Published on

The US High Quality (USHQ) portfolio significantly underperformed in December, returning -5.4%, whilst its SPY benchmark returned -2.8%. Through the final quarter of 2024, USHQ also underperformed vs. benchmark, returning just 0.26%. Though disappointing, with BCA’s house view still expecting a recession in 2025, USHQ is poised to claw back some losses vs. benchmark through 2025.

BCA Research | Equities

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