Quarterly Commentary
December 31, 2022
Dividend Income+
In Q4 2022, Little House Capital’s Dividend Income+ (DI+) posted returns of 13.02% against the blended benchmark return (50% S&P 500 and 50% Russell 1000 Value) of 9.94%.
December 31, 2022
Absolute Opportunity+
In Q4 2022, Little House Capital’s Absolute Opportunity+ (AO+) returned 5.02% exceeding its 50/50 blended benchmark of the S&P 500 and Russell 1000 Growth (4.84%) by 19 basis points.
December 31, 2022
Core+
In Q4 2022, Little House Capital’s Core+ posted returns of 6.36% against the benchmark (S&P 500) return of 7.53%. The product’s return (-18.10%) was in line with that of the S&P500.