July 2024 Update
July 1, 2024 — June of 2024 was a good month for financial markets. Leading the pack were (again) technology stocks, with the NASDAQ up 6% on the month. Close in second place were emerging market ex-China stocks, largely driven by India, Taiwan, and South Korea, all of which had large rallies in the month. […]
QuantStreet Performance July 2024
7/1/2024 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Core 12/1/2021 85/15 30 Aggressive 11/17/2022 95/5 30 Balanced 8/16/2023 60/40 30 All performance is shown […]
June 2024 Update
June 2, 2024 — After a weak April, markets bounced back in May, with the S&P 500 staging a breathtaking rally in the final few hours of trading on Friday, May 31. For the month, most asset classes were up, with utilities outpacing even the tech-heavy NASDAQ to be the monthly performance leader (more on […]
QuantStreet Performance June 2024
6/1/2024 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Core 12/1/2021 85/15 30 Aggressive 11/17/2022 95/5 30 Balanced 8/16/2023 60/40 30 All performance is shown […]
May 2024 Update
May 3, 2024 — From the end of March until the end of April, the market had a serious rethink about the path of monetary policy for the rest of 2024. March ended with the market pricing in three 25 basis-point rate cuts by the Fed over the next 12 months. As we’ve written in […]
QuantStreet Performance May 2024
5/1/2024 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Core 12/1/2021 85/15 30 Aggressive 11/17/2022 95/5 30 Balanced 8/16/2023 60/40 30 All performance is shown […]
April 2024 Update
April 3, 2024 — As hints of spring emerged in an unseasonably warm March, markets continued to rally, with the S&P 500 up over 3%. Gold was a strong performer on the month, as were many of the prior-year laggards, like utilities, midcaps, and small caps. We wrote about our views on gold — positive […]
QuantStreet Performance April 2024
3/30/2024 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Core 12/1/2021 85/15 30 Aggressive 11/17/2022 95/5 30 Balanced 8/16/2023 60/40 30 All performance is shown […]
March 2024 Update
March 3, 2024 — February was an interesting month in financial markets. Nvidia stock continued its incredible run on the back of a huge earnings beat. Tech did very well (again). Talk of tech bubbles has become pervasive, though serious people have pushed back against the tech doomsayers. (Our view is that tech stocks are […]
QuantStreet Performance March 2024
3/2/2024 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Core 12/1/2021 85/15 30 Aggressive 11/17/2022 95/5 30 Balanced 8/16/2023 60/40 30 All performance is shown […]