We are moving from neutral on growth vs. value to all-in on value effective today. We are sticking with mid cap. As a result, for clients using Northlake’s thematic models, we have sold all client positions in the Russell 1000 Growth (IWF) and reinvested the proceeds into the Russell 1000 Value (IWD). There will be […]
Northlake is swapping out of purely small cap exposure, moving half to mid cap and half to large cap. The large cap is coming from Style exposure as we stay neutral on growth vs. value but move from small cap to large cap ETFs. In Market Cap, the swap is from small cap to mid […]
There are no changes to our thematic recommendations and positions for February. Northlake remains all-in on small cap and neutral on growth vs. value. Clients will continue to hold positions in the Russell 1000 (IWM), the Russell 1000 Growth (IWO), and the Russell 1000 Value (IWN) for at least another month. Small cap did very […]
There are no changes to Northlake’s favored themes for December. We remain neutral on growth versus value and continue to favor mid caps. As a result, current client positions following the models in the Russell 1000 Growth (IWF), the Russell 1000 Value (IWD), and the S&P 400 Mid Cap (MDY) will be held for at […]
There are no changes to Northlake’s favored themes for December. We remain neutral on growth versus value and continue to favor mid caps. As a result, current client positions following the models in the Russell 1000 Growth (IWF), the Russell 1000 Value (IWD), and the S&P 400 Mid Cap (MDY) will be held for at […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for November. For our Market Cap theme, we continue to favor mid cap. In our Style theme, we remain neutral between growth and value. There will be no changes to client positions in the S&P 400 Mid Cap (MDY) or the […]
The October model update results in moving to neutral on the growth vs value theme in the Style model. As a result, we have completed the sale of one half of client positions in the Russell 1000 Growth (IWF) and reinvested the proceeds into the Russell 1000 Value (IWD). We are sticking with the S&P […]
After reviewing our models, there are changes to both the Market Cap and Style exposure. The changes are driven by a shift in Market Cap exposure from small cap to mid cap. This change leads to a move from small cap growth to large cap growth. We only maintain small cap exposure in Style if […]
There are no changes to the signals from Northlake’s Market Cap and Style models for August. Last month, we shifted to small caps and small cap growth and these signals remain in place. Client positions following the models will remain invested in the Russell 2000 (IWM) and the Russell 1000 Growth (IWO) for at least […]
Northlake’s Market model shifted to small cap for the first time since 2017. This is the culmination of a gradual move in the model in favor small cap over the last four months. Client positions following the model will sell holdings in the S&P 400 Mid Cap (MDY) and reinvest the proceeds in the Russell […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
