by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in real estate, utilities, consumer cyclicals, and financial services.
by IRON FinancialHigh-Q | Performance – February 2023
Performance for the IRON High-Quality Equity Portfolio as of February 28, 2023 is now available.
by IRON FinancialHigh-Q | Performance – January 2023
Performance for the IRON High-Quality Equity Portfolio as of January 31, 2023 is now available.
by IRON FinancialHigh-Q | Performance – Q4 2022
The Portfolio finished ahead of its benchmark with a net gain for the quarter.
by IRON FinancialHigh-Q | Performance – December 2022
Performance for the IRON High-Quality Equity Portfolio as of December 31, 2022 is now available.
by IRON FinancialHigh-Q | Performance – November 2022
Performance for the IRON High-Quality Equity Portfolio as of November 30, 2022 is now available.
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.