We’re happy to be 2.3% ahead of the S&P 500 Year To Date, but we’re surprised by the surge in a small number of tech stocks. Nevertheless, our portfolio characteristics prove that our holdings have higher quality and more resilience.
We’re happy to be 2.3% ahead of the S&P 500 Year To Date, but we’re surprised by the surge in a small number of tech stocks. Nevertheless, our portfolio characteristics prove that our holdings have higher quality and more resilience.
