Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Regular KTI readers will have heard us discuss the outlook for quality repeatedly over the past year or so. Quality is an important factor in many active managers’ stock selection process. One argument we have heard, and made ourselves, is that quality could do well in a more troubled economic environment such as the one we are in. But is this borne out by the facts? Anecdotally, quality growth doesn’t seem to have been doing very well. We decided to dig into how quality has performed in the past, how it is performing now, and ask whether it is something investors should be looking to add to their portfolios.
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