November 02, 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.
"During this period of market dislocation, we are actively searching for the babies that are being thrown out with the bath water. Opportunities are being created and we are going to take advantage of them as they come our way."
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.