What a month so far for the equity markets – through last night, the S&P 500 is up 8.87% and the MSCI EAFE is up 7.66% in October*. We have seen a particularly strong snap-back in our Systematic RS International portfolio. See below for the MTD performance of our current holdings**:
Historical performance (through September 2015) of our Systematic RS International portfolio is shown below:
In light of the recent strong performance of this strategy, I would suggest that now might be a good time to consider an allocation for your clients. Please e-mail [email protected] for a fact sheet and click here disclosures about this portfolio.
*9/30/15 – 10/28/15 Price return only, not inclusive of dividends or transaction costs, EFA is used for MSCI EAFE. **Not all current holdings were owned for the entire month, some may be been added during the month. The relative strength strategy is NOT a guarantee. There may be times where all investments and strategies are unfavorable and depreciate in value.
