Monthly Report
US High-Quality Strategy: SMID Outperformance Leads the Way
The US High Quality (USHQ) portfolio underperformed its benchmark through September, returning 3.01%, whilst its SPY benchmark returned 3.91%. However, our US High Quality SMID (USHQ SMID) portfolio continues to show strength, with another solid month of performance. The portfolio returned 2.69%, outperforming its MSCI US Mid Cap benchmark by 169bps.
BCA Research | Equity Analyzer
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
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