QAS MODEL PORTFOLIO PROGRAM ALERT
QAS GLOBAL SMALL-CAP STRATEGY IS REBOUNDING IN JULY 2024
Finally, long-expected global small-cap market segment is rebounding from a multi-year negatively biased range. On a relative basis, we see that the small caps sharply outperformed large-cap tech sector that was leading the market from the beginning or the year.
MTD, QAS Global Small-Cap Opportunity with Protection Strategy significantly outperformed relative to QQQ (by +12%). This strategy gained +9%, while QQQ lost -3%. We may witness an early phase of potentially larger sector rotation effect that can extend further later this year.
As our Global Small-Cap strategy is currently presenting a great opportunity for the 2nd half of this year, I wanted to emphasize some unique features of this strategy’s design:
- Global exposure (US, EU, EM) with possible rotation among all three
- 5-risk regimes portfolio structure, from an aggressive leverage exposure to a deeply defensive allocation (reduced exposure, defensive instruments)
Currently, this strategy is in Regime 1 – Aggressive with Leverage, getting full benefits of a new positively trending phase.
For more information please visit www.qas-service.com
