Quarterly Investment Commentary
Quarterly Attribution Commentaries – 2Q23
25 July 2023
Investors remained vigilant on recession watch, but the stock market had a positive second quarter and first half of the year. Large-cap and particularly mega-cap technology stocks continue to lead the way, but June gains included broader participation. All Argent strategies (Large Cap, Dividend Select, Mid Cap, SMID and Focused Small Cap) outperformed their benchmarks net of fees in the second quarter.
Large Cap Growth Attribution
Dividend Select Attribution
Mid Cap Attribution
SMID Cap Attribution
Focused Small Cap Attribution
