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July 29, 2022

Commentary: NCM Core Global and NCM Core International

Portfolio Manager Phil D'lorio reviews recent economic and market events and where he's currently looking for opportunity.

"Global equity markets have rebounded over the last several weeks. The leading indices in the U.S. are up more than 10% and several indices across Europe are up nearly 10% from the July lows."

Download the full commentary here.



Phil D'lorio, MBA, CFA

I search around the globe for best-of-breed companies trading at attractive valuations. And I spend a significant amount of time thinking about portfolio construction to ensure that the portfolio is optimized to reflect where we are in the cycle.