--- title: Fulcrum | Insights | Craig Love (2) description: (2) --- [![Fulcrum-Logo-White-1](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo-White-1.png?width=250&height=63&name=Fulcrum-Logo-White-1.png "Fulcrum-Logo-White-1")](http://fulcrumeq-8809078.hs-sites.com/v2) - [Insights](https://blog.fulcrumeq.com/insights) [![Client Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/e61666c3-099f-4e48-854a-4c0ce5443fa0.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/e61666c3-099f-4e48-854a-4c0ce5443fa0) [![Advisor Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5) [![Fulcrum-Logo](https://blog.fulcrumeq.com/hs-fs/hubfs/Fulcrum-Logo.png?width=200&height=143&name=Fulcrum-Logo.png "Fulcrum-Logo")](http://fulcrumeq-8809078.hs-sites.com/v2) - [Insights](https://blog.fulcrumeq.com/insights) [![Client Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/c7b6705d-896d-4927-8005-eb1fdcff5316.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/c7b6705d-896d-4927-8005-eb1fdcff5316) [![Advisor Portal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/974ea95f-199e-4ec5-81c4-86b6b82411c5) **Menu** [![Client Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/c4655de3-d9ca-4758-9b28-bcaf2e724b3b.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/c4655de3-d9ca-4758-9b28-bcaf2e724b3b) [![Advisor Login](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/8809078/e6d436f0-f2aa-4df7-be59-d8cae469522f.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/8809078/e6d436f0-f2aa-4df7-be59-d8cae469522f) - [Insights](https://blog.fulcrumeq.com/insights) ![Background 2 NEW](https://blog.fulcrumeq.com/hubfs/Background%202%20NEW.jpg "Background 2 NEW") # Insights & Manager Commentary # Craig Love Recent Posts by Craig Love: ## [Manager Spotlight - LMCG Investments](https://blog.fulcrumeq.com/insights/manager-spotlight-lmcg-investments-2023-09-14) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 14, 2023 [![Manager Spotlight - LMCG Investments](https://blog.fulcrumeq.com/hubfs/LMCG-Logo.png)](https://blog.fulcrumeq.com/insights/manager-spotlight-lmcg-investments-2023-09-14) LMCG Investments Now Available! We are excited to announce that Fulcrum Equity Management has entered into a strategic partnership with LMCG Investments, LLC (“LMCG”) to offer our clients access to … [Read More](https://blog.fulcrumeq.com/insights/manager-spotlight-lmcg-investments-2023-09-14) Topics:[LMCG Investments](https://blog.fulcrumeq.com/insights/topic/lmcg-investments) ## [Kensington Market Insights - September 7](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-07) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 08, 2023 [![Kensington Market Insights - September 7](https://blog.fulcrumeq.com/hubfs/KAM%202023%2007%201.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-07) Kensington Market Insights - August 10th Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-09-07) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-09-07) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on September 07, 2023 [![Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/hubfs/Background%202%20NEW.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-09-07) The action in the major indices has been relatively textbook over the last six weeks. After breaking out of bottoming formations during May and June, the stock market took a … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-09-07) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) ## [Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-08-11-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on August 11, 2023 [![Churchill Management Group Monthly Market Update](https://blog.fulcrumeq.com/hubfs/Background%202%20NEW.jpg)](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-08-11-0) Markets appear to be taking a much-needed breather over the past few weeks following what had been a surprisingly blistering rally in many of the Large Cap Growth names. While … [Read More](https://blog.fulcrumeq.com/insights/churchill-management-commentary-2023-08-11-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Churchill](https://blog.fulcrumeq.com/insights/topic/churchill) ## [Kensington Market Insights - August 10th](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-08-10-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on August 11, 2023 [![Kensington Market Insights - August 10th](https://blog.fulcrumeq.com/hubfs/Ken%201-1.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-08-10-0) Kensington Market Insights - August 10th Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-08-10-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Brookmont Capital Management - Commentary](https://blog.fulcrumeq.com/insights/brookmont-commentary-2023-08-10-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on August 10, 2023 [![Brookmont Capital Management - Commentary](https://blog.fulcrumeq.com/hubfs/Background%202.jpg)](https://blog.fulcrumeq.com/insights/brookmont-commentary-2023-08-10-0) AI Fueled Exuberance Leads Market Rally The equity market in the first half of 2023 was dominated by 7 stocks that were all mega-cap technology stocks. These 7 stocks drove … [Read More](https://blog.fulcrumeq.com/insights/brookmont-commentary-2023-08-10-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Brookmont](https://blog.fulcrumeq.com/insights/topic/brookmont) ## [Kensington Market Insights - July 27](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 27, 2023 [![Kensington Market Insights - July 27](https://blog.fulcrumeq.com/hubfs/Kensington%20July%2027.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0-0) Kensington Market Insights - July 27 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [AthenaInvest Named to the PSN Top Guns List](https://blog.fulcrumeq.com/insights/athena-commentary-2023-07-27-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 27, 2023 [![AthenaInvest Named to the PSN Top Guns List](https://blog.fulcrumeq.com/hubfs/global_tactical_500-1.jpg)](https://blog.fulcrumeq.com/insights/athena-commentary-2023-07-27-0) We are pleased to announce that AthenaInvest has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 … [Read More](https://blog.fulcrumeq.com/insights/athena-commentary-2023-07-27-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Athena](https://blog.fulcrumeq.com/insights/topic/athena) ## [Kensington Monthly Market Commentary: June 2023](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-07-24-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 24, 2023 [![Kensington Monthly Market Commentary: June 2023](https://blog.fulcrumeq.com/hubfs/Monthly%20Market%20Commentary%20June.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-07-24-0) Kensington Monthly Market Commentary: June 2023 Geopolitics: The Russia-Ukraine conflict recently passed the 500-day mark with both sides further entrenching themselves in battle amid little signs of immediate progress. At … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-07-24-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) ## [Kensington Market Insights - July 13](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0) by [Craig Love](https://blog.fulcrumeq.com/insights/author/craig-love), on July 13, 2023 [![Kensington Market Insights - July 13](https://blog.fulcrumeq.com/hubfs/Background%203%20NEW.jpg)](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0) Kensington Market Insights - July 13 Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into … [Read More](https://blog.fulcrumeq.com/insights/kensington-commentary-2023-0-13-0) Topics:[Manager Commentary](https://blog.fulcrumeq.com/insights/topic/manager-commentary)[Kensington](https://blog.fulcrumeq.com/insights/topic/kensington) [Prev](https://blog.fulcrumeq.com/insights/author/craig-love/page/1) [All Posts](https://blog.fulcrumeq.com/insights/all) [Next](https://blog.fulcrumeq.com/insights/author/craig-love/page/3) - 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