Select Industries
Domestic & Global Long-Only Portfolios Outperformed By 390 And 430 Bps, Respectively In First Half
Select Industries new purchases: Integrated Oil, Semiconductors, Water Utilities; Global Industries added to Energy, Technology, and Financials.
Domestic & Global Long-Only Portfolios Beat Benchmarks In May; Both Outperforming YTD
Select Industries sold Systems Software; Global Industries bought first Energy group in almost 12 months (Oil & Gas Exploration).
Long-Only Portfolios Lag In April, But Ahead YTD
Select Industries bought Oil & Gas Refiners; Global Industries bought Emerging Diversified Banks.
Long Only Portfolios Beating Benchmarks
Select Industries had no group deactivations again this month, but we trimmed a few groups and added Commodity Chemicals. All group holdings currently rate Attractive. Global Industries had no changes. Emerging Electric Utilities, which we added last month, was the second best performing group in March.
Long Only Portfolios Beating Benchmarks
Select Industries had no group deactivations this month, and we made no significant changes to our group weights. All group holdings currently rate Attractive. Global Industries eliminated our longest tenured group, Regional Banks, which we held for two years. We added Emerging Electric Utilities, which is our first EM oriented group since June 2013.
Long Only Portfolios Down For The Month But Beat Benchmarks
Select Industries had no group deactivations, trimmed Consumer Finance and purchased Systems Software, further boosting our Tech holdings. Global Industries had no group deactivations, trimmed our Reinsurance and boosted exposure to Health Care, Industrials, and Info Tech groups.
Long Only Portfolios Finish 2013 Strong
Select Industries deactivated Specialized Finance. Global Industries deactivated Food & Staples Retail and Road & Rail and purchased Managed Health Care.
Long Only Portfolios See Low Turnover
Select Industries added exposure to Health Care Distributors and Multi-Line Insurance. Global Industries deactivated Media and purchased Health Care Services.
Long Only Portfolios See Low Turnover
The Select Industries sold Railroads and bought Tech Distributors. For the second month in a row Global Industries saw little turnover and no equity group deactivations.
Aerospace & Defense Purchased
With a wide range of market cap choices, an excellent technical profile, and less dependence on federal spending than you might think, this group has compelling stories of future profitability and growth.
Select Industries: Adding Aerospace & Defense Group
Aerospace & Defense was added to the portfolio this month.
Health Care Distributors Purchased In Select Industries
Excellent scores in three of six model categories, plus it offers plenty of market cap and low beta relative to other Health Care groups. We think it will benefit from broad, long-term industry trends.
Electronic Manufacturing Services Purchased In Select Industries
Attractive valuations, improving growth and technical strength are the key drivers. The group offers an opportunity to participate primarily in the overall growth of computing devices.
Select Industries: Adding Insurance To Portfolio
Multi-Line Insurance was added to the portfolio. While several insurance groups currently rate Attractive, we like the diversified nature of the Multi-Line group.
Select Industries: Airlines And Rails Remain Largest Group Holdings
Group Deactivations, New Groups and best performing groups in May.
Still Flying With Airlines
While their scores remain strong, the underlying factor strength has shifted as these stocks have soared. Our quantitative disciplines and a compelling underlying fundamental story are keeping us in flight.
Specialized Finance Purchased In Select Industries
Group’s technical and value profile drive Attractive rating, and its diverse mix of companies are poised to benefit from the current macro environment.
Where To Buy In The Changing Landscape Of Advertising
Select Industries makes an Advertising buy, looking for the large integrated agencies to make their best pitch.
Select Industries Takes Flight With The Airlines
This group has been Attractive since March, and currently ranks fourth in our Group Scoring model. We think an improving fundamental story, coupled with a strong GS Score, is emerging from this ravaged industry.
New Positions In Select Industries Portfolio
Two groups were purchased in the Select Industries portfolio in late October: Health Care Services and Wireless Telecommunication Services.
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