It was a difficult year for the stock market in 2022. High interest rates, the continued war in Ukraine, COVID-19 variants, and inflation are difficult conditions for any company and that was reflected in the stock market. In fact, last year has the unique distinction as the first in 150 years when both stocks and bonds fell by more than 10 percent. Please click on each of the images below to listen as our fund managers provide updates on the state of the stock market, the performance of their respective funds, and an investment outlook for 2023.
Top 10 Fund Holdings (subject to change)
The statements and opinions expressed are those of the speakers and are as of the date of this call. All information is historical and not indicative of future results and subject to change.