S9, Ep 19: Dynamic Brands November '24 Update & Market Notes

I talk about the performance in November and YTD in the Dynamic Brands equity strategy. I focus on the high-tracking error nature of the process and portfolio and highlight the sectors top brands live in vs index weights. I cover the 24 brands we own and then dig into the current health of consumers and how holiday shopping is going. I also highlight a few new brands to the portfolio. I end with the positives and risks we see headed into 2025. For more info about the global brands fund: ⁠https://www.globalbrandsmatter.com/dynamic-portfolio