Latest portfolio updates
Our portfolio updates include the latest performance, performance drivers, asset allocation, holdings and commentary on positioning. Reports for calendar quarters have additional information.
The reports are expected to be updated within three weeks (15 business days) after month end.
Portfolio Manager Anthony Golowenko shares an update on the latest quarter and how the portfolio is positioning for recovery and reopening and for a steepening yield curve.
Previous quarter's end portfolio updates
Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.
Portfolio activity reports
When we add or remove an investment from the portfolios we provide information on the change.
Scenario insights update
Articles we produce each quarter based on insights from our scenario analysis.