Resources

Knowledge powers informed decisions in any market environment.

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Research Whitepapers

Concentrated Stock Quarterly Update Q3 2023

US stocks ended September with their biggest monthly decline since December 2022, with the S&P 500...

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Research Whitepapers

Concentrated Stock Quarterly Update Q2 2023

Major equity indexes ended June higher: the S&P 500 and technology-heavy Nasdaq rallied 6.6% and...

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Research Whitepapers

Concentrated Stock Quarterly Update Q1 2023

Major equity indexes ended the month of March higher: the S&P 500 and the Dow gained 3.7% and 2.1%,...

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Research Whitepapers

Concentrated Stock Quarterly Update Q2 2024

During December, inflation and monetary policy continued to be the key macro factors driving asset...

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