We added Walmart (WMT) to Northlake’s individual stock portfolio across the client base. As always, there could be a few exceptions due to account-level constraints. We like WMT on a fundamental basis, but before we explain that part of the thesis, we wanted to mention two other reasons we made the purchase. First, WMT is […]
There are no changes to Northlake’s thematic strategies as we head into June. We still have a preference for large cap and value and continue to like international exposure which tilts much more toward value than the major U.S. indices that are dominated by large cap growth stocks in technology industries. Our recommendations of large […]
We have been surprised by how quickly and deeply the stock market has adopted the assumption of a sharp and imminent recession. The S&P 500 has fallen nearly 20% from its all-time high on January 3rd but this understates the decline. The NASDAQ is down 29% and the Russell 2000 is down 23%. Consumer Discretionary […]
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tim@northlakecapital.com
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