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There are no changes to our thematic strategies for July. Entering the third quarter, we continue to favor large cap and value. The bias toward value influences our ongoing favorable…
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…
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…
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…
VICI Properties (VICI): VICI reported its typically boring quarter with results in line to slightly better than street expectations. Boring is exactly what we like about VICI. As a landlord…
We are sticking with our preference for large cap and value after reviewing our updated models. We also continue to think exposure to international makes sense in strategies primarily focused…
Facebook (FB): FB shares soared off recent lows after the company reported 1Q22 results and issued updated guidance. The stock had fallen about 50% since last summer and was trading…
Due to Steve’s travel schedule, we are going to try something new this quarter with our quarterly blog updates on individual stocks held widely in Northlake accounts. Rather than publish…
Northlake’s models are stable for April despite the recent stock market volatility. We are making no changes to our model-driven or thematic strategies. Client assets following our models will remain…
We are departing from our usual monthly blog update that focuses solely on our Market Cap and Style models and thematic strategies to provide our current thoughts on market volatility…
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