Global Income and Value Dispatch

Q2 review: the global income challenge 

  • Giorgio Caputo
  • Robert Hordon
  • Adam Gittes
28 Jul 2020
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View PDF   Download PDF  
  • Growth shares finished Q2 up for the year, while value languished with near 20% declines. There are signs that this may be changing, particularly for companies that participate in the de-carbonization supply chain.
  • Credit markets remain bifurcated between Covid-19 winners and victims


Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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