Q4 2020 Rebalancing of Granny Shots

During our Q4 ‘Granny Shots’ rebalancing we removed four stocks as they no longer best represented our strategic and tactical investing themes in their respective categories. We added two companies for our Seasonality tactical investing theme and our Style-tilt toward Value/Cyclicals. We added a third company because it meets out style-tilt investment theme criteria and we also expect it to be a beneficiary of the strong PMI recovery we see underway. The performance of our portfolio is meas...

During our Q4 ‘Granny Shots’ rebalancing we removed four stocks as they no longer best represented our strategic and tactical investing themes in their respective categories. We added two companies for our Seasonality tactical investing theme and our Style-tilt toward Value/Cyclicals. We added a third company because it meets out style-tilt investment theme criteria and we also expect it to be a beneficiary of the strong PMI recovery we see underway. The performance of our portfolio is meas...

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