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Dec 07 2023
Of Special Interest

Research Preview: The Blind Men And The Elephant

  • Dec 7, 2023

Will 2023 be remembered as a delightful year with +20% returns, or might it go down as a time when stocks lagged even a risk-free money market fund? We introduce this month’s research topic: The huge return disparity between the capitalization weighted S&P 500 and the equal weighted version.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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