Quarterly Insights – July 2024: More New Highs for the S&P 500 in Q2
By John Lau July 1, 2024 – The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal Reserve, solid economic growth and continued strong financial performance from AI-related tech companies ultimately pushed the S&P 500 to new all-time highs and the […]
Small Cap Q2 2024 Commentary
Love me or hate me, but please don’t ignore me! We are pleased by our performance over the past year and since inception. Our portfolio companies continue to thrive based on our analysis. They are all advancing their businesses in ways that we believe add exciting long-term value for shareholders. In 2024, however, the market’s […]