by Wellvest | Feb 9, 2023 | Public Company INDEX
January 31, 2022 Profitability Dominates Unprofitable Innovation and Growth PENDULUM SWINGS WIDE There is no sugarcoating the unhealthy 2022 stock performance of the WVC H&W Index. For the year the index was down 35.06% (excluding dividends) as compared to the...
by Wellvest | Nov 30, 2022 | Blog
November 30 , 2022 VMS AS A PROXY Back in October Wellvest wrote: “Historically during these periods[of high inflation and a protracted economicslowdown]consumers have moved down market to more affordable offerings, including more value-oriented brands and private...
by Wellvest | Oct 4, 2022 | Blog
October 4 , 2022 HOW THE ECONOMY IMPACTS HEALTH AND WELLNESS PERSPECTIVES ON INFLATION AND RECESSION ECONOMY IN TRANSITION There is an old quip in New England that if you don’t like the weather just wait afew minutes, it will change. Seems like this is a good...
by Wellvest | Jul 19, 2022 | Public Company INDEX
July 19 , 2022 Underperformance Continues as High Growth Falls Out of Favor “The BIG themes – the pandemic, inflation, labor shortages and supply chain disruptions are unlikely to magically disappear over the next twelve months, with some luck they may diminish in...
by Wellvest | Feb 2, 2022 | Public Company INDEX
January 31, 2022 WELLNESS MOMENTUM FADES At the start of 2021, the COVID driven momentum in health and wellness pushed the WVC H&W Index to its calendar year peak gain of 17% in early February, besting the S&P500 by about 12% at the time. This outperformance...
