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Monthly Report

US High-Quality Strategy: Stay The Course With USHQ Amid Heightened Uncertainty

by Guy Russell, Associate Vice President   Shi Li, Research Associate  

The US High Quality (USHQ) portfolio outperformed its benchmark in March, despite realizing a negative return. USHQ returned -2.6%, whilst its SPY benchmark returned -3.9%. Over a trailing-quarter basis, USHQ posted meaningful outperformance vs. benchmark, generating +230bps of excess return, while also exhibiting lower volatility and a smaller drawdown. 

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