Monthly Report
US High-Quality Strategy: Large Caps Outperform, SMIDs Lag Throughout May
The US High Quality (USHQ) portfolio outperformed its benchmark through May, returning 3.88%, while its SPY benchmark returned 2.25%. On a trailing three-month basis, the USHQ portfolio’s performance was weaker than the benchmark, with USHQ underperforming by approx. 86bps.
BCA Research | Equity Analyzer
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