July 2025 Pricing Commentary
All three ABC Funds outperformed their respective benchmarks in the month of July. The technology sector was the standout, fuelled by strong corporate earnings beats across the sector. Our top-performing stocks included NVIDIA, Microsoft, Alphabet, Amazon, Thermo Fisher Scientific, Meta, Broadcom, Brookfield Corporation, and S&P Global. The AI revolution continues to accelerate, driving productivity and economic growth. We remain well-positioned