The Consumer Cyclical and Defensive sector covers a wide range of companies and industries while maintaining its focus on dividend payouts and macroeconomic trends. Several types of consumer industries include: Retail, eCommerce, wholesale businesses, and automotive parts providers. Some of the largest companies that we research include Target, Walmart, Nike, LuluLemon, Costco, and Advanced Auto Parts. Through observing the trends of everyday people, we are always looking to predict and follow the path of the consumers.
Portfolio Manager: Timothy Chang