Our theme of Housing Stocks, which includes the stocks of home builders, building products companies, and home improvement players, had a solid 2021, rising by about 45%, compared to the S&P 500 which was up by about 27% over the year. The outperformance was driven by strong demand for larger homes.
Our theme of Housing Stocks, which includes the stocks of home builders, building products companies, and home improvement players, had a solid 2021, rising by about 45%, compared to the S&P 500 which was up by about 27% over the year. The outperformance was driven by strong demand for larger homes.
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