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Nov 06 2024
Of Special Interest

Research Preview: Semiconductor Slippage

  • Nov 6, 2024

With the closely intertwined businesses of semiconductors and semiconductor equipment, it is not surprising that the two industries have historically performed similarly. Yet, in 2024, a colossal disconnect has emerged, with semi-equipment stocks up a paltry 5%, miles behind the booming semiconductors.

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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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