Margaret Vitrano

DE-RISKING THE DOMINANCE OF MEGA CAP TECH STOCKS WITH LEADING GROWTH MANAGER MARGARET VITRANO

November 19, 2021

It’s hard to keep a roaring bull market down. The S&P 500 marked its 66th record close of the year today and the NASDAQ Composite also hit a new peak. The strong performance once again raised the question: what to do with the dominant position mega-cap tech stocks have in most of our stock portfolios. It is a particular challenge for growth fund managers because that’s where the growth and performance has been for the last decade, especially the past few years.  

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GROWTH STOCKS WITH DOWNSIDE PROTECTION

October 11, 2019

The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other post World War II recoveries.

That growth is now being challenged on several fronts – enough to derail the U.S. economy and the record-breaking bull market in large-cap stocks?
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