Shi Li
Research Associate
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Weekly Screeners: Canadian Staples; Sweden On The Frontline; And Searching For Extremes
This week, our three screeners cover equity plays in: Canadian Consumer Staples, high-beta Swedish equities, and factor plays across global equities.
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Weekly Screeners: Bullion Bull Still Raging; Japanese Staples; And Implicit Dividend Yield
This week, our three screeners cover equity plays in: Gold mining stocks, Japanese Staples, and Implicit Dividend Yield.
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Weekly Screeners: Low Vol & Low Beta; China – Time To Buy; And “Good Price For Growth”
This week, our three screeners cover: Equity plays in Low Vol & Low Beta outside the US; Chinese stocks; and stocks that are buys according to the PEG ratio.
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US High-Quality Strategy: Stay The Course With USHQ Amid Heightened Uncertainty
The US High Quality (USHQ) portfolio outperformed its benchmark in March, despite realizing a negative return. USHQ returned -2.6%, whilst its SPY benchmark returned -3.9%. Over a trailing-quarter basis, USHQ posted meaningful outperformance vs. benchmark, generating +230bps of excess return, while also exhibiting lower volatility and a smaller drawdown.
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Weekly Screeners: US Recession Not Imminent, Avoid Value Traps, And Dividend Payers
This week, our three screeners cover equity plays for if a US recession is not imminent, avoiding value traps, and which sectors exhibit the highest dividend payers.
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Weekly Screeners: “Transitory” Inflation 2.0, European Aerospace & Defense, And Buffett’s Philosophy
This week, our three screeners cover equity plays for “transitory” inflation impacts from US tariffs, a correction in sentiment within the European Aerospace and Defense industry, and Value Investor, Warren Buffett’s Philosophy.
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Weekly Screeners: OAS Pricing, US Exceptionalism, And “DIVE”
This week, our three screeners cover equity plays in US OAS Spreads, US Exceptionalism, and “DIVE”.
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US High-Quality Strategy: Tailwinds Are Picking Up
The US High Quality (USHQ) portfolio slightly underperformed in February, returning -0.7%, whilst its SPY benchmark returned -0.6%. While we continue to monitor the portfolio monthly, over a quarter-on-quarter basis, USHQ posted meaningful outperformance vs. benchmark, generating +130bps of excess return, while also exhibiting lower volatility and drawdown.
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Weekly Screeners: European Banks, US Financials, And BCA Score “Grave Diggers”
This week, our three screeners cover equity plays in European Banks, US Financials, And US Stocks that are “Grave Diggers”.
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Weekly Screeners: European Defense, Chinese Tech, And “Boring Stocks”
This week, our three screeners cover equity plays in European Defense, Chinese Tech, and “Boring Stocks”.