Emerging Electric Utilities

Emerging Electric Utilities

  • Portfolios

    Long Only Portfolios Beating Benchmarks

    April 08, 2014 BY Matt Paschke

    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.

    continue reading

  • Portfolios

    Long Only Portfolios Beating Benchmarks

    March 07, 2014 BY Matt Paschke

    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.

    continue reading

Sign-in to your Account