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.
Mar
07
2014
Long Only Portfolios Beating Benchmarks
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Select Industries Global Industries Drug Retail Technology Distributors Airlines Regional Banks Emerging Electric Utilities Multi-Line Insurance SemiconductorsLogin
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