Staying Loyal to Our Research

Why we shouldn't overreact to recent upside P&L volatility

In this new bi-weekly video update (or discussion as we’d like to call it), we shed light on our year-to-date performance and why we’re not altering our strategy because of the recent market rebound.

And although our performance is tracking ahead of expectations, we continue to focus on what the research has taught us. Right now, short-term volatility has come down significantly, but longer-term expected volatility remains at fairly elevated levels.

Basically, this sideways market may persist for longer than many had expected.

Let’s discuss all of this and our portfolio positions in today’s video update.

The transcript and slides can be downloaded below.