In this brief piece we share our thoughts on the stories that are driving the markets and review our outlook and positioning for the stretch run of 2023. We cover: an update on recent consumer spending trends, including commentary from Walmart CEO, Doug McMillon, what stories will investors be following into the end of the year, and our market outlook and portfolio positioning for the back half of 2023.
The Bycoff Group has been featured in August 7th issue of Barron's! It is an honor to share our perspectives on the US stock market for the country's leading investment periodical. This is a major milestone for the firm as we continue to share our investment strategies and perspectives and grow our firm.
The Bycoff Group was featured in Lido Consulting's Summer 2023 Newsletter. Lido Consulting is an independent firm specializing in educational events for the Family Office and Investment Industry. We were honored to be featured in their publication. In the piece, we leverage our prior experience investing at the hedge fund, Point72, and leading private equity and wealth firms to explain how families can improve returns in the public equity markets.
TBG reviews Q1 market performance and discusses what could happen to the markets in the event of a recession, how long the average market contraction period lasts, as well as why investing in the car (ADAS and EV) technology landscape could yield strong returns.
Featured article in Advisor Perspectives: Five Reasons We See Opportunities in Growth Companies in 2023. Some growth companies could very well outperform the broader market indices, even in a recessionary period.
The Bycoff Group is pleased to appoint Lance Larsen and Uche Osuji to its newly operational board of advisors, where they will provide their expert insight and guidance to the leadership team as The Bycoff Group continues its growth as a leading investment management firm.
