Commentaries

Category

Year

  • L2 Large Cap Growth – Q4 2025

    Categories: Quarterly Commentaries

    January 5, 2026

  • L2 Large Cap Value – Q4 2025

    Categories: Quarterly Commentaries

    January 5, 2026

  • L2 Tear Sheet US Dividend Income Strategy – Q4 2025

    Categories: Tear Sheets

    January 5, 2026

  • L2 Tear Sheet US Large Core Strategy – Q4 2025

    Categories: Tear Sheets

    January 5, 2026

  • L2 Large Cap Core – Q4 2025

    Categories: Quarterly Commentaries

    January 5, 2026

  • L2 Midcap Select – Q4 2025

    Categories: Trade Commentaries

    January 5, 2026

  • L2 Tear Sheet US Mid Cap Select Strategy – Q4 2025

    Categories: Tear Sheets

    January 5, 2026

  • L2 Tear Sheet US Large Growth Strategy – Q4 2025

    Categories: Tear Sheets

    January 5, 2026

  • L2 Tear Sheet US Large Cap Value Strategy – Q4 2025

    Categories: Tear Sheets

    January 5, 2026

  • L2 Tear Sheet US Micro Cap Select Strategy – Q4 2025

    Categories: Tear Sheets

    January 5, 2026

  • L2 Dividend & Income Quarterly Commentary – Q4 2025

    Categories: Quarterly Commentaries

    January 5, 2026

  • MICRO CAP TRADE COMMENTARY – PHOTRONICS, INC. (PLAB)

    Categories: Trade Commentaries

    December 10, 2025

  • L2 Micro Cap Trade Commentary – December 2025 Rebalance

    Categories: Trade Commentaries

    December 8, 2025

  • L2 Large Cap Value Trade Commentary – November Q4 2025

    Categories: Trade Commentaries

    November 1, 2025

  • L2 Large Cap Core – November Q4 2025

    Categories: Quarterly Commentaries

    November 1, 2025

  • L2 Dividend & Income Trade Commentary – November Q4 2025

    Categories: Trade Commentaries

    November 1, 2025

  • L2 Midcap Trade Commentary – November Q4 2025

    Categories: Trade Commentaries

    November 1, 2025

  • L2 Large Cap Core Trade Commentary Rebalance – October Q3 2025

    Categories: Trade Commentaries

    October 2, 2025

  • L2 Tear Sheet US Mid Cap Select Strategy – Q3 2025

    Categories: Tear Sheets

    September 30, 2025

  • L2 Tear Sheet US Large Cap Value Strategy – Q3 2025

    Categories: Tear Sheets

    September 30, 2025

  • L2 Tear Sheet US Large Growth Strategy – Q3 2025

    Categories: Tear Sheets

    September 30, 2025

  • L2 Tear Sheet US Dividend Income Strategy – Q3 2025

    Categories: Tear Sheets

    September 30, 2025

  • L2 Tear Sheet US Large Core Strategy – Q3 2025

    Categories: Tear Sheets

    September 30, 2025

  • Micro Cap – Q3 2025

    Categories: Quarterly Commentaries

    September 30, 2025

  • L2 Midcap Select – Q3 2025

    Categories: Trade Commentaries

    September 30, 2025

  • L2 Large Cap Value – Q3 2025

    Categories: Quarterly Commentaries

    September 30, 2025

  • L2 Large Cap Growth – Q3 2025

    Categories: Quarterly Commentaries

    September 30, 2025

  • L2 Large Cap Core – Q3 2025

    Categories: Quarterly Commentaries

    September 30, 2025

  • L2 Dividend & Income Quarterly Commentary – Q3 2025

    Categories: Quarterly Commentaries

    September 20, 2025

  • L2 Micro Cap Trade Commentary – August Q2 2025

    Categories: Quarterly Commentaries, Trade Commentaries

    August 25, 2025

  • L2 Large Cap Core Trade Commentary – August Q2 2025

    Categories: Trade Commentaries

    August 20, 2025

  • Large Cap Growth Trade – August Q2 2025

    Categories: Trade Commentaries

    August 20, 2025

  • L2 Large Cap Value Trade Commentary – August Q2 2025

    Categories: Trade Commentaries

    August 20, 2025

  • L2 Midcap Trade Commentary – August Q2 2025

    Categories: Trade Commentaries

    August 20, 2025

  • L2 Dividend & Income Trade Commentary – August Q2 2025

    Categories: Trade Commentaries

    August 20, 2025

  • L2 Large Cap Growth – August Q2 2025

    Categories: Quarterly Commentaries

    July 21, 2025

  • L2 Micro Cap – August Q2 2025

    Categories: Quarterly Commentaries

    July 21, 2025

  • L2 Tear Sheet US Dividend & Income – August Q2 2025

    Categories: Tear Sheets

    July 18, 2025

  • L2 Tear Sheet US Large Core Strategy – August Q2 2025

    Categories: Tear Sheets

    July 18, 2025

  • L2 Tear Sheet US Large Growth Strategy – August Q2 2025

    Categories: Tear Sheets

    July 18, 2025

  • L2 Tear Sheet US Mid Cap Select Strategy – August Q2 2025

    Categories: Tear Sheets

    July 16, 2025

  • L2 Tear Sheet US Large Cap Value Strategy – August Q2 2025

    Categories: Tear Sheets

    July 16, 2025

  • L2 US Large Cap Core Strategy – Q4 2024

    Categories: Quarterly Commentaries

    July 16, 2025

  • L2 Midcap Select – Q2 2025

    Categories: Quarterly Commentaries

    July 16, 2025

  • L2 Dividend & Income Quarterly Commentary – Q2 2025

    Categories: Quarterly Commentaries

    July 16, 2025

  • L2 Large Cap Value – Q2 2025

    Categories: Quarterly Commentaries

    July 16, 2025

  • L2 Micro Cap Trade Commentary – June Q1 2025

    Categories: Trade Commentaries

    June 20, 2025

  • L2 Large Cap Core Trade Commentary – May Q1 2025

    Categories: Trade Commentaries

    May 21, 2025

  • L2 Dividend & Income Trade Commentary – May Q1 2025

    Categories: Trade Commentaries

    May 21, 2025

  • L2 Large Cap Value Trade Commentary – May Q1 2025

    Categories: Trade Commentaries

    May 21, 2025

  • L2 Midcap Trade Commentary – May Q1 2025

    Categories: Trade Commentaries

    May 21, 2025

  • L2 US Large Cap Value Strategy – Q4 2024

    Categories: Tear Sheets

    April 29, 2025

  • L2 Dividend & Income Strategy – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 US Mid Cap Select Strategy – Q4

    Categories: Tear Sheets

    April 10, 2025

  • L2 Tear Sheet US Large Cap Value Strategy – Q1 2025

    Categories: Tear Sheets

    April 10, 2025

  • L2 Large Cap Value – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 Midcap Select – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 Large Cap Core – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 Dividend & Income Quarterly Commentary – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 Micro Cap – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 Large Cap Growth – Q1 2025

    Categories: Quarterly Commentaries

    April 10, 2025

  • L2 Tear Sheet US Mid Cap Select Strategy – Q1 2025

    Categories: Tear Sheets

    April 10, 2025

  • L2 Us Large Cap Growth Strategy – Q4 2024

    Categories: Quarterly Commentaries

    January 1, 2025

  • L2 US Mid Cap Select Strategy – Q4 2024

    Categories: Quarterly Commentaries

    January 1, 2025

  • L2 US Large Cap Value Strategy – Q4 – 2024

    Categories: Quarterly Commentaries

    January 1, 2025

  • L2 Midcap Select Strategy – Q4 2024

    Categories: Quarterly Commentaries

    January 1, 2025

  • Large Cap Growth Trade Commentary – October 2024

    Categories: Quarterly Commentaries

    October 10, 2024