October 07, 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.
"We are very encouraged by how well our companies have performed in terms of growing their business with many of them gaining market share from competitors during a very challenging period. We believe this bodes well for future share price performance."
Download the full commentary here.
Author
Phil D'Iorio, 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.