Michael Kantro says his Strategy product is delivering outperformance this year through a sector-neutral approach, not broad market or sector calls. His R1k Tech portfolio is up about 35% versus its benchmark, as he stays cautious on S&P 500 momentum.
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Michael Kantro says his Strategy product is delivering outperformance this year through a sector-neutral approach, not broad market or sector calls. His R1k Tech portfolio is up about 35% versus its benchmark, as he stays cautious on S&P 500 momentum.
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