Categories: QUARTERLY UPDATES

by Kerri Fronczak

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Categories: QUARTERLY UPDATES

by Kerri Fronczak

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Distillate’s U.S. and international strategies outperformed their respective benchmarks in 2020.  In the U.S., substantial outperformance among the largest stocks presented a significant headwind and the resulting rich valuations are making the overall market look somewhat expensive.  Much of the risk from valuation appears concentrated in certain segments.

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