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Defensiveness Through a Factor Lens

May 2020 
By Gregg Thomas, CFA

In a historical comparison, recent drawdowns are impacting defensive factors differently than expected.

From our sub-adviser, Wellington Management
Gregg Thomas, CFA
Director of Investment Strategy


Typically, when we think of defense and risk aversion, we think of countercyclical exposures, where the focus is on certainty and earnings, stable and strong fundamentals, and/or low price volatility.

Important Risks: Investing involves risk, including the possible loss of principal.

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