In today’s briefing:
- SET50 Index Rebalance Preview: Two High Probability Changes; One Low
- The Sound Shore Fund Q1 2022 Letter To Shareholders
- Carillon Eagle Growth & Income Fund Q1 2022 Commentary
- Carillon Eagle Small Cap Growth Fund Q1 2022 Commentary
- Carillon Scout Small Cap Fund Q1 2022 Commentary
- Carillon Clarivest International Stock Fund Q1 2022 Commentary
- Carillon Clarivest International Fund Q1 2022 Commentary
- Carillon Clarivest Capital Appreciation Fund Q1 2022 Commentary
- Carillon Eagle Mid Cap Growth Fund Q1 2022 Commentary
SET50 Index Rebalance Preview: Two High Probability Changes; One Low
- The market cap and liquidity review period for the June rebalance of the Stock Exchange of Thailand SET 50 Index (SET50 INDEX) ended yesterday.
- JMT Network Services (JMT TB), Jaymart PCL (JMART TB) and Berli Jucker (BJC TB) could replace Sri Trang Gloves (STGT TB), Ratch Group PCL (RATCH TB) and IRPC PCL (IRPC).
- Asset World Corporation (AWC TB) could be deleted depending on which levers the index committee tweaks, and that could save IRPC PCL (IRPC TB) from index deletion.
The Sound Shore Fund Q1 2022 Letter To Shareholders
- Sound Shore Fund, Inc. is registered as a diversified, open-end management investment company. The investment objective of the Fund is growth of capital.
- The Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) declined 0.97% and 0.91%, respectively, in the first quarter of 2022.
- The current environment is providing a remarkably robust set of opportunities that we have not seen in some time.
Carillon Eagle Growth & Income Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- Along with the spike in oil prices, energy stocks performed best during the quarter, followed by more defensive and countercyclical sectors like utilities and consumer staples.
- As we look toward the rest of 2022, we continue to see a somewhat balanced outlook for equity markets returns.
Carillon Eagle Small Cap Growth Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- Small-cap stocks overall posted rather lackluster returns in the first quarter of 2022.
- Inflation and sharply higher gasoline prices have taken a chunk out of the consumer’s pocketbook.
Carillon Scout Small Cap Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- Inflation concerns and accelerating expectations of interest rate hikes by the U.S. Federal Reserve sent equity markets in a downward spiral to start the new year.
- Investors continued to favor value stocks over growth stocks as small-cap value outperformed small-cap growth by more than 10% during the quarter.
Carillon Clarivest International Stock Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- The U.S. stock and bond markets appear to be conveying different assessments of the outlook, leaving investors to decide which view will prevail.
- The situation could favor U.S. stocks, as they are more insulated than their European counterparts from energy price spikes and the direct impacts of the war and its economic ramifications.
Carillon Clarivest International Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- The U.S. stock and bond markets appear to be conveying different assessments of the outlook, leaving investors to decide which view will prevail.
- Focusing on how it affects markets, the war also is a concern for global growth and a source of volatility as the highly uncertain situation evolves.
Carillon Clarivest Capital Appreciation Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- Q1 2022 was marred by tragedy on a global scale and investors encountered three months of volatile trading induced by persistently high inflation, rising rates, and Russia’s invasion of Ukraine.
- Over the last 12 months many investors anchored to the long-term growth trends while discounting value’s recent strength, and more importantly the reasons behind it.
Carillon Eagle Mid Cap Growth Fund Q1 2022 Commentary
- The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors.
- Mid-cap stocks overall posted rather disappointing returns in the first quarter of 2022.
- The outlook for the cyclical areas of the stock market appears mixed against a backdrop of higher commodity prices, rising interest rates, and geopolitical unrest.
- On a more positive note, strong pent-up demand for travel should help to bolster securities.
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