January 2026 Pricing Commentary
All three ABC Funds started the year on a strong note, with each fund outperforming its respective benchmarks in January. This early-year outperformance was largely driven by several of our highest-conviction holdings, including Micron, Meta, ASML, Amazon, Alphabet, and Bank of Montreal. A defining theme for 2026 is the continued acceleration of the artificial intelligence cycle, which is driving meaningful