News & Our Thinking

News & Our Thinking
Quarterly Investment Commentary

Quarterly Attribution Commentaries

26 January 2023

Better inflation data and seasonal tailwinds contributed to a positive fourth quarter for stocks but 2022 is a year that most investors are happy to put behind them. Looking to the positive, Argent strategies stayed strong in the fourth quarter of 2022. The Argent Dividend Select, Mid Cap and SMID Cap strategies all outperformed their benchmarks (net of fees) for the quarter while the Argent Large Cap strategy performed well on an absolute basis, outperforming the Russell 1000 Growth but slightly underperforming the S&P 500 Index.


Mid Cap Attribution

Russell Midcap

Dividend Select Attribution

Russell 1000 Value

SMID Cap Attribution

Russell 2500

Large Cap Growth Attribution

Russell 1000 Growth

S&P 500