Chapter Message - July 2021

July 17, 2021

Speaker: Matthew Caruso, CFA, CM
               President, Caruso Investments
Subject: Active Growth Investing
Presentation Overview

The market continues its sideways churn into mid-June as the tussle between Value and Growth for stock performance leadership stretches on. With many indicators suggesting the recent new market highs could continue,(assuming decent second quarter earnings reports) our timing is great to host Matt Caruso as he shares his techniques that earned him recognition in the 2020 US Investing Championship. Get set to arm yourself with some new investing tools that will aid in positioning your portfolio for further success.

Steven J. Arquiette, President, AAII Washington DC Metro Chapter