The Long-Term Value Portfolio had another winning week in the most recently ended week, gaining1.4 percentage points on the week. This gains is some 40 basis points better than the market's gain of nearly 100 basis points.
The gain on the week was the result of gains in the financial, tech, and telecom sectors, only partially offset by relative losses in the material and utilities. As for individual names, KKD was the best performer followed by HOLI, KMT, and GDI while the worst performers were RVBD, CHK, and CLF.
Since inception, the portfolio has gained 12% or 290 basis points more than market over the same time period. Year-to-date, the portfolio has gained 4.7 percentage points or 50 basis points more than the market's gain.
Since inception, the portfolio has gained 12% or 290 basis points more than market over the same time period. Year-to-date, the portfolio has gained 4.7 percentage points or 50 basis points more than the market's gain.
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