SMID Strategy Fact Sheet

July 17, 2024

The SMID portfolio performed well versus the benchmark on a relative basis in the second quarter, significantly closing the gap in performance exiting Q1 and moving toward providing a level of outperformance we have delivered throughout our long history. The Technology sector was the largest contributor to outperformance, followed by Energy and Consumer Discretionary. We were also pleased to see some of our industrial automation and auto related companies rebound after struggling in recent quarters. Healthcare and Communication sectors were mild negative offsets.

Important Disclosure

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SMID Strategy Fact Sheet

July 17, 2024

The SMID portfolio performed well versus the benchmark on a relative basis in the second quarter, significantly closing the gap in performance exiting Q1 and moving toward providing a level of outperformance we have delivered throughout our long history. The Technology sector was the largest contributor to outperformance, followed by Energy and Consumer Discretionary. We were also pleased to see some of our industrial automation and auto related companies rebound after struggling in recent quarters. Healthcare and Communication sectors were mild negative offsets.

Important Disclosure

Contact Us

Thank you! Your submission has been received. A member of the Pinnacle team will be in touch shortly.
Oops! Something went wrong while submitting the form.

- or -
Book a Call With Us Today