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Proving that Even We are Human – The Thematic Index

Proving that Even We are Human – The Thematic Index

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Through the first 8 months of 2016, the S&P 500 rose 6.2%. By comparison, our Thematic Index closed August up 11.1% — that’s down a bit from the end of July when the index closed up 12.2% for the year, but not too bad since the S&P 500 gave away some ground In August as well, sliding back from the 6.34% is had gained through the end of July.

Overall, year to date, 13 of our 17 themes are beating out the S&P 500 due to strong stock price performance from names such as Physicians Realty Trust (DOC; Aging of the Population),Dolby (DLB; Asset Lite Business Models), McCormick & Co. (MKC; Cash-strapped Consumer) USA Technologies (USAT; Cashless Consumption) and Dupont Fabros Technology (DFT; Connected Society) to name a few.

Click on the report image below to download and view the entire report.

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For more details on the Thematic Index Report and plans for both institutional and individual investors to utilize our proprietary thematic index via model portfolios and exchange traded funds (ETFs), please contact Tematica Research at:

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About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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