A few months ago I swapped all Northlake client holdings in Discovery Communications voting shares (DISCA) into Discovery Communications non-voting shares. At the time the voting shares were trading at a $4.23 premium to the non-voting shares. Last week, the spread ballooned to almost $7 when it was announced that DISCA would enter the Russell […]
May’s sharp market correction caused a lot of underlying movement in Northlake’s Market Cap and Style models but not enough to change the signals for June. The Market Cap model continues to signal small cap and the Style model remains favoring value. As a result, Northlake client positions dedicated the Core and Explore strategy will […]
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