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Wellvest Capital – H&W Public Index Report October 2023

Wellvest Capital – H&W Public Index Report October 2023

by Wellvest | Nov 3, 2023 | Public Company INDEX

HIGHLIGHTS The downward trend that started in August continued in October characterized by a significant underperformance to the S&P500. The S&P500 was down 2.2% for the month leaving the index up 9.7% year to date, excluding dividends. The WVC H&W Index...
Wellvest Capital’s Health And Wellness Public Company Index – July 2023

Wellvest Capital’s Health And Wellness Public Company Index – July 2023

by Wellvest | Aug 23, 2023 | Public Company INDEX

HIGHLIGHTS The WVC H&W Index gained ground in July relative to the S&P500. The WVC H&W Index returned 5.48% for the month, raising the YTD performance to 6.64%, excluding dividends. The S&P500 gained 3.11% in July rounding out the YTD gain of 20.0% for...
Wellvest Capital’s Health And Wellness Public Company Index H1 2023 Performance Recap

Wellvest Capital’s Health And Wellness Public Company Index H1 2023 Performance Recap

by Wellvest | Aug 23, 2023 | Public Company INDEX

A.I. AND MACRO STORY DOMINATE What began as a promising start for the Wellvest Health and Wellness Public Company Index (“WVC H&W Index”) quickly faded as the calendar turned to late Spring with the index retreating from a 19.5% high in early February to a 1.0%...
The Rise of Culture and Media in the Health and Wellness Industry – Part 3 of 3

The Rise of Culture and Media in the Health and Wellness Industry – Part 3 of 3

by Wellvest | Jun 22, 2023 | Blog, News

June 23, 2023 “CELEBRITY ENDORSEMENTS DON’T JUST PUT A FACE ON A BRAND, THEY PROVIDE A VOICE THAT MILLIONS OF PEOPLE TRUST AND BELIEVE IN. THAT’S WHY IT’S CRUCIAL FOR BUSINESSES TO FIND THE RIGHT MATCH AND LEVERAGE THAT POWER...
The Rise of Culture and Media in the Health and Wellness Industry – Part 2 of 3

The Rise of Culture and Media in the Health and Wellness Industry – Part 2 of 3

by Wellvest | Jun 9, 2023 | Blog, News

May 25, 2023 “BROUGHT TO YOU BY THOSE WHO DRINK IT” – CASAMIGOS TEQUILA, GEORGE CLOONEY CO-FOUNDER LEVERAGING CULTURAL CAPITAL A NEW PARADIGM FOR HEALTH AND WELLNESS In today’s dynamic and rapidly evolving consumer market, the concept of “cultural...
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Recent Posts

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  • Wellvest Capital – H&W Public Index Report November 2023
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  • Wellvest Capital’s Health and Wellness Public Company Index H1 2024 Performance Recap

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