Monthly Report
US High-Quality Strategy: Outperformance Continues
The US High Quality (USHQ) portfolio continues to outperform its benchmark through March, returning -2.49%, while its SPY benchmark returned -3.34%. On a trailing three-month basis, the USHQ portfolio’s performance was stronger than the benchmark as well, with USHQ outperforming by approx. 208bps.
BCA Research | Equity Analyzer
Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.