TERADAT SANTIVIVUT
Although 2022 was not a good year for most investment asset classes, a recovery in equities actually began early in the fourth quarter of the year. The S&P 500 Index was up 7.56% in the fourth quarter of 2022
As Stocks Outperform Equity Fund Flows Are Negative
Summary
- Although 2022 was not a good year for most investment asset classes, a recovery in equities actually began early in the fourth quarter of the year.
- Positive investment flows have occurred in fixed income as bond returns began to improve late last year.
- A little more than four months into 2023, U.S. equity returns have been driven by a narrow group of stocks.
HORAN Wealth LLC is an SEC registered investment advisor that manages investment portfolios for individuals and institutions. Our firm utilizes a disciplined investing approach that should create wealth for our clients over time. Our investment bias is to invest in companies that generate a steady return over time, i.e., singles and doubles. This singles and doubles approach tends to lead to investments in higher quality dividend growth/cash flow growth companies. On the other hand, there are times when a company's stock price seems to be trading below its fair valuation. Short term gains are possible in these situations. I have been managing investment portfolios for individuals and institutions for over fifteen years and believe investing is like running a marathon and not a sprint. Taking the road less traveled, more often than not, leads to higher returns. Visit: The Blog of HORAN Capital Advisors at (https://horanwealth.com/insights/market-commentary-blog)