Join David Yepez, Rich Erwin, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.
Performance is not indicative of future results.
It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of any securities mentioned. Any performance information provided has been calculated using a representative client account managed by the firm in Exencial’s SELECT Equity strategy.
Information on the methodology used to calculate performance information (if mentioned) and a
complete list of portfolio holdings and specific securities transactions for the preceding 12 months is available upon request by sending an email to Compliance@ExencialWealth.com. Holdings are subject to change. Exencial Wealth Advisors or one or more of its officers, may have a position in the securities discussed herein and may purchase or sell such securities from time to time.
Information and opinions provided herein reflect the views of the author as of the publication date of this article or video. Such views and opinions are subject to change at any point and without notice. Some of the information provided herein was obtained from third-party sources believed to be reliable but such information is not guaranteed to be accurate. In addition, the links provided within are for convenience only and the provision of the links does not imply any sponsorship, endorsement, or approval of any of the content. We do not guarantee the content or its accuracy and completeness.
The content is being provided for informational purposes only, and nothing within is, or is intended to constitute, investment, tax, or legal advice or a recommendation to buy or sell any types of securities or investments. The author has not taken into account the investment objectives, financial situation, or particular needs of any individual investor. Any forward-looking statements or forecasts are based on assumptions only, and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Any assumptions and projections displayed are estimates, hypothetical in nature, and meant to serve solely as a guideline. No investment decision should be made based solely on any information provided herein and the author is not responsible for the consequences of any decisions or actions taken as a result of information provided in the linked article or video.
There is a risk of loss from an investment in securities, including the risk of total loss of principal, which an investor will need to be prepared to bear. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance.