Performance overview
Financial markets experienced a significant pullback in June 2013 and then recovered a large portion of this negative performance by the end of July 2013. From a relative standpoint the Core Value Portfolio performed well, falling only 0.53% in June 2013 before rebounding with a rise of 2.7% for the month of July 2013. This is exactly what the Core Value Portfolio is designed to do – protect capital by substantively reducing the order of magnitude of the negative months but still participate in the upside performance over the stronger months.
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