Fourth-Quarter 2024 Thematic Growth Update

2/10/24 We had a strong finish to 2024, with the Mott Thematic Growth Portfolio rising 17.85% net of fees and including dividends, while the S&P 500 Total Return Index ended the year up 25.02%, including dividends. This marked a significant improvement from September 30, when the strategy was up 9.58%, compared to the S&P 500 … Continue reading Fourth-Quarter 2024 Thematic Growth Update