Group 1 - The SCCM Enhanced Equity Income Fund reported a 2.0% net return for Q4 and a 7.5% net return for the year, compared to 6.5% and 8.9% from the S&P 500 Buy/Write Index [1] - The strategy's performance was impacted by a lack of investor interest in high-dividend and low-volatility stocks, as well as limited sector expansion in the equity market [1] - The fund anticipates a positive economic outlook for 2026, driven by factors such as Federal Reserve interest-rate cuts, tax reductions, and potential lower tariffs [1] Group 2 - Norfolk Southern Corporation (NYSE:NSC) is a transportation company specializing in rail transportation, with a market capitalization of $70.682 billion [2] - As of February 27, 2026, Norfolk Southern's stock closed at $314.74, with a one-month return of 7.97% and a 52-week gain of 28.39% [2] - The fund sold its shares of Norfolk Southern in Q4 2025 after holding them for less than a year, influenced by Union Pacific's acquisition announcement and strong merchandise revenue [3]
SCCM Enhanced Equity Portfolio Exited Norfolk Southern (NSC) Following Acquisition Announcement