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April 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 been very weak and highly volatile thus far in 2022. Most of the major indices in the United States and Europe have fallen anywhere from 13-15% on a peak to trough basis."

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.