Product Commentary

Quarterly Commentary

September 30, 2022

Dividend Income+

In Q3 2022 Dividend Income + (DI+) posted returns of -6.62% against its blended benchmark return, (50% S&P 500 and 50% Russell 1000 Value) of -5.23% for total underperformance of 139 basis points.

September 30, 2022

Absolute Opportunity+

Little House Capital’s Absolute Opportunity+ (AO+) returned –6.11% lagging its 50/50 blended benchmark of the S&P 500 and Russell 1000 Growth (–4.22%) by 189 basis points.

September 30, 2022

Core+

In Q3 2022 Little House Capital’s Core+ posted returns of –5.60% against the benchmark (S&P500) return of –4.88% for total underperformance of 72 basis points.

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