Quarterly Investment Commentary
Quarterly Attribution Commentaries
02 May 2023
Despite the bank drama culminating in the failure of Silicon Valley and Signature Bank, the first quarter of 2023 was positive for stocks. This was particularly true for large caps led by strength in mega cap technology companies. Argent strategies were mixed to start the year. The Argent Large Cap and Dividend strategies both trailed their benchmarks while Argent Mid Cap, SMID, and Focused Small Cap all outperformed their benchmarks net of fees.
Large Cap Growth Attribution
Dividend Select Attribution
Mid Cap Attribution
SMID Cap Attribution
Focused Small Cap Attribution
