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Investment Update

July 8, 2021

Most broad equity market benchmarks finished the quarter at or near all-time highs. The strong gains in the quarter reflected a combination of near ideal underlying fundamentals, ranging from company-specific earnings and revenue trends ...

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By Meritage Portfolio Management

Meritage Portfolio Management is an institutionally based investment management firm, providing asset management for families, foundations, endowments, corporations and qualified retirement plans. The firm manages $2.0 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.