February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.

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  • Re-introducing our list of 5 Super and 5 Sleeper Grannies
  • SMID Grannies November Quarterly rebalance today
  • Updating 5 Super and 5 Sleeper SMID Grannies
  • Chartbook linked below
  • See below for SMID Grannies adds and deletes

To download the slide deck for our Market Update Webinar, please click HERE.

VIDEO: We discuss our macro views 6 weeks into 2025 including the case for financials and small-caps as well as the broadening tra...

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