Construction & Farm Machinery & Heavy Trucks
May
07
2014
Highlighted Groups
Information Technology has largest representation among Attractive groups; only one Tech group rated Unattractive. Highlighted Attractive groups include Tech Distributors, Construction/Farm Machinery, Aerospace/Defense, and Pharmaceuticals.
Oct
08
2013
Highlighted Attractive Domestic Groups
Construction & Farm Machinery, General Merchandise Stores, Consumer Electronics, and Home Entertainment Software are the Attractive groups that selected to discuss this month.
Feb
05
2012
New Position In Select Industries Equity Portfolio
An addition of a second Industrial group to the portfolio, this group appealed for a number of reasons including a strong GS Score and continued demand stemming from its geographic diversification and broad customer base.