Monthly Report
US High-Quality Strategy: Lagging, But Poised To Lead In 2H25
The US High Quality (USHQ) portfolio underperformed its benchmark through June, returning 1.2%, whilst its SPY benchmark returned 5.1%. On a trailing three-month basis, performance was notably weak vs. benchmark, with USHQ underperforming by approx. 600bps.
BCA Research | Equity Analyzer
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