1. The U.S. economy remains resilient with strong GDP growth, robust consumer spending, and cooling inflation. 2. Top-performing sectors in Q1 include energy, financials, and industrials. 3. Key investments include Target, Disney, and Xylem, each with strong growth catalysts. 4. Global economic outlooks vary with the U.S. leading in growth, while the UK and Eurozone face stagnation, and China implements stimulus measures. 5. The portfolio's top ten average-weighted names returned 16.1%, with strong performances from consumer discretionary and information technology.