Monthly Report
US High-Quality Strategy: Defensive Factors Still Under Headwinds
The US High Quality portfolio underperformed its benchmark through December, returning 0.14%, while its SPY benchmark returned 0.78%. On a trailing three-month basis, the USHQ portfolio’s performance was weaker than the benchmark, with USHQ underperforming by approx. 545bps.
BCA Research | Equity Analyzer
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