Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

Fundamental equity managers want to know…what’s up with these violent rotations?

I just completed a two-day roadshow meeting with our institutional investor clients in Boston/ Providence. The good news is that I found multiple instances where my fundamental equity long-only clients widened their YTD relative performance in the month of August (they bought the dip!). But a few issues seemed to keep popping up.

Foremost on their minds, at the moment, is a fundamental explanation for the violent rotations seen in the past few days, meaning significant shifts in (i) small-caps up...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In