+11.4% Q1 2024 Update: Brands Matter

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

I cover Q1 Dynamic Brands performance, lots of stock, sector, style box return info as well as how we see consumer spending playing out the rest of the year and where we are allocated to benefit from this spending. I talk about inflation, interest rates, the quality style factor, and where we see sticky inflation regardless of what the Fed or gov't tell us. Enjoy!