by IRON FinancialHigh-Q | Performance – October 2022
Performance for the IRON High-Quality Equity Portfolio as of October 31, 2022 is now available.
by IRON FinancialHigh-Q | Performance – September 2022
Performance for the IRON High-Quality Equity Portfolio as of September 30, 2022 is now available.
by IRON FinancialHigh-Q | Performance – Q3 2022
The uncertainty and volatile markets are not showing signs of waning. The IRON High-Quality Equity Portfolio will continue to pursue high-quality firms that are consistently reporting improving operating efficiency, earnings growth, and efficient capital allocation.
by IRON FinancialHigh-Q | Holding Update
Citrix, a newer holding in the IRON High-Quality Equity Portfolio, has been acquired. Currently, the American company provides multinational cloud computing and virtualization technology.
by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2022
The major sector allocation changes we saw were in health care, consumer defensives, and technology.
by Aaron Izenstark, CIOHigh-Q | Performance – Q2 2022
Overall, High-Q generated a smaller loss and other wins compared to its benchmark.
by Aaron Izenstark, CIOHigh-Q | Performance – May 2022
High-Q has outperformed its benchmark, the S&P 500, by 12.98% from the start of 2022 through 5/31/22.
by Aaron Izenstark, CIOHigh-Q | Performance – April 2022
High-Q had substantial outperformance during April compared to its benchmark, the S&P 500.
by Aaron Izenstark, CIOHigh-Q | Performance – Q1 2022
The portfolio is on a roll, especially compared to its benchmark.
by Aaron Izenstark, CIOHigh-Q | Early Access – Q1 2022
The portfolio had a remarkable quarter compared to its benchmark, the S&P 500.