January 16, 2025
Commentary: NCM Core Global and NCM Core International
Portfolio Manager Phil D'Iorio, MBA, CFA reviews 2024 results and provides an outlook for 2025.
“Overall, the U.S. consumer is in really good shape and is well supported by rising asset prices and low debt levels.”
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.