Monthly Report
US High-Quality Strategy: A Better Bet Vs Broad Market At This Juncture
The US High Quality (USHQ) portfolio outperformed on the margin through April, returning -0.6%, whilst its SPY benchmark returned -1.2%. On a trailing three-month basis, performance remains robust vs. benchmark, with USHQ generating +230bps of excess return. Volatility and drawdown are lower too.
BCA Research | Equity Analyzer
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.