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Stock impact report

Artisan Mid Cap Value Fund Q1 2024 Commentary [Seeking Alpha]

Cable One, Inc. (CABO) 
Last cable one, inc. earnings: 2/27 04:15 pm Check Earnings Report
US:NYSE Investor Relations: ir.cableone.net
Company Research Source: Seeking Alpha
The portfolio participated in the market advance but trailed the Russell Midcap® Value Index. We believe it would be a mistake to focus solely on the S&P 500® Index, which has become increasingly concentrated among a few mega-cap stocks, and in our view, no longer represents the diverse opportunity set that exists within our value investment universe. Investing Environment US equity markets reached new all-time highs in Q1 supported by a resilient US economy, a general trend of disinflation and an acceleration in corporate profits growth. Given mostly benign economic data offering little indication that a recession is near, interest rate markets pared back the number of expected Federal Reserve rate cuts in 2024. The Russell Midcap® Value Index rose 8.23%, continuing the strong rally that began in late October of last year. Broad-based strength across sectors and leadership from cyclicals— industrials, energy and financials—may suggest investors' focus has shifted toward driv Show less Read more
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