Northlake’s Market Cap and Style models are sticking with the new recommendations initiated last month for mid cap and value. Clients that use our model strategies will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD) for at least another month. The indicators that drive our models rely on […]
Northlake’s Market Cap and Style models produced new signals for February reflecting recent relative strength for small cap, mid cap, and value stocks amid improved economic data in the last couple of months. A weaker US dollar also helps these themes. As a result of updated recommendations, client strategies that use our models will shift […]
Northlake’s Style and Market Cap model shifted back to a neutral stance to begin 2026 after spending just one month in a growth posture. The move was driven by changes in market trend and technical indicators, which have recently shown improved performance among mid- and small-cap stocks. This shift comes against a backdrop of continued […]
The December update to Northlake’s Market Cap and Style models sees new recommendations for both models. After five months recommending mid cap, the Market Cap model shifted to large cap. After four months at neutral the Style model changed to growth. Client accounts using our models will sell the S&P 400 Mid Cap (MDY) and […]
Northlake’s models continue to favor mid cap and remain neutral on growth vs. value. The models recommendations and underlying factors reflect an outlook for good market breadth and continued moderate economic growth. This outlook is consistent with our broad diversification for client portfolios that use thematic strategies but do not follow our models. For portfolios […]
Northlake’s Market Cap and Style models remain neutral on growth vs. value and favor mid cap for October. This means client portfolios using our model strategy will continue to own the S&P 400 Mid Cap (MDY), the Russell 1000 Growth (IWF), and the Russell 1000 Value (IWD) at least through October. Client accounts using Thematic […]
Northlake’s thematic models are recommending mid cap and neutrality on style again this month. Both calls were successful in August amid a pullback in the Mag 7 AI-driven trade and increased chances that the Fed begins cutting the Federal Funds Rate again in September. There will be no changes to model positions in client portfolios. […]
Northlake’s Style model is scaling back its pro-growth stance for August, moving from Growth to Neutral. Client strategies that follow our models will trim half of the Russell 1000 Growth (IWF) holding and reallocate the proceeds to the Russell 1000 Value (IWD). There is no change to the Market-Cap model, which continues to favor mid-cap […]
Northlake’s Market model is switching its recommendation from large cap to mid cap for July. As a result of this change, for client strategies that use Northlake’s models, we are swapping current positions in the S&P 500 (SPY) to the S&P 400 Mid Cap (MDY). There are no changes to the growth recommendation from the […]
Northlake’s thematic model recommendations remain unchanged for June. The Market Cap model favors large cap for the 5th consecutive month. The Style model is recommending growth again after flipping from neutral at the start of May. Client accounts that use Northlake’s models will continue to hold the S&P 500 (SPY) and the Russell 1000 Growth […]
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tim@northlakecapital.com
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