“Certain companies / sectors are seeing an uptick in revenues because of consumers being home bound and changing their buying patterns.  Some of these positive changes, in our opinion, will become more permanent in nature for businesses where their product / service offering is non-discretionary and possess a product quality and deliverability advantage.”

Read more of the Q3 2020 Commentary from Fulcra Asset Management, portfolio manager for the Lysander-Fulcra Corporate Securities Fund.

Fulcra Q3 2020 Commentary