Insights
2026 Q2 In Review:When Index Performance is Only Part of the Picture
The S&P 500 returned 15.20%i on a total return basis for the quarter ended June 30, 2026 (the “Quarter, Q2”). That is the best quarter the S&P 500 has had since Q2 2020
ETF Liquidity: Understanding ETF Liquidity Beyond Average Daily Dollar Trading Volume
Low trading volume does not automatically mean an ETF is difficult to trade. The liquidity of the securities the ETF owns, market-maker quotes and current market conditions also matter.
Diverging Performance Across Market Segments
The S&P 500 declined 4.35% on a total return basis for the quarter-ended March 31,
2026 (the “Quarter”). While that figure is modest compared to historical drawdowns
Quality Growth Without Overpaying in an AI-Driven Market
The SRH Funds US Quality GARP ETF (SRHQ) follows a disciplined, rules-
based approach, tracking an index developed and maintained by SRH
Advisors rather than relying on active investment decisions.
U.S. Mid-Caps in Context: Putting Growth and Valuations in Perspective
This piece explores real estate investment trust (“REITs”) features such as their structure, requirements, benefits, and various other investment characteristics.
2025 Q3 In Review: Market Leadership and Market Discipline
This piece dives into market movements in the third quarter of 2025, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2025 Q2 In Review: Market Resilience Amid Policy Uncertainty
This piece dives into market movements in the second quarter of 2025, citing notable events, underlying causes and effects, and what we’re watching moving forward.
2025 Q1 In Review: The Calm Before the Storm
This piece dives into market movements in the first quarter of 2025, citing notable events, underlying causes and effects, and what we’re watching moving forward.
Unveiling the Potential Benefits of Closed-End Fund Discounts
This piece explains the underlying dynamics of Closed End Fund discounts and illustrates how these discounts may present attractive investment opportunities
2024 Q4 In Review: A Quarter of Modest Gains Amid Market Swings
This piece dives into market movements in the fourth quarter of 2024, citing notable events, underlying causes and effects, and what we’re watching moving forward.