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Global Industries

May 07 2015

Domestic & Global Long-Only Portfolios

  • May 7, 2015

Select Industries purchased Drug Retail, Reinsurance; Global Industries added to Homebuilding, Electronic Equipment

Jan 08 2015

Domestic & Global Long-Only Portfolios

  • Jan 8, 2015

Both portfolios outperformed their respective benchmarks for the month and YTD.

Dec 05 2014

Domestic & Global Long-Only Portfolios

  • Dec 5, 2014

Select Industries gross composite gained 3.8% in November and is now up 16.7% YTD.

Oct 07 2014

Domestic & Global Long-Only Portfolios

  • Oct 7, 2014

Select Industries slightly increased Department Stores & Health Care Facilities; Global Industries purchased Real Estate Management & Development and Road & Rail.

Sep 08 2014

Domestic & Global Long-Only Portfolios’ Outperformance Persists

  • Sep 8, 2014

Select Industries bought Department Stores & Health Care Facilities; Global Industries Purchased Gas Utilities & Integrated Oil & Gas.

Jul 07 2014

Domestic & Global Long-Only Portfolios Outperformed By 390 And 430 Bps, Respectively In First Half

  • Jul 7, 2014

Select Industries new purchases: Integrated Oil, Semiconductors, Water Utilities; Global Industries added to Energy, Technology, and Financials.

Jun 05 2014

Domestic & Global Long-Only Portfolios Beat Benchmarks In May; Both Outperforming YTD

  • Jun 5, 2014

Select Industries sold Systems Software; Global Industries bought first Energy group in almost 12 months (Oil & Gas Exploration).

May 07 2014

Long-Only Portfolios Lag In April, But Ahead YTD

  • May 7, 2014

Select Industries bought Oil & Gas Refiners; Global Industries bought Emerging Diversified Banks.

Apr 08 2014

Long Only Portfolios Beating Benchmarks

  • Apr 8, 2014

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.

Mar 07 2014

Long Only Portfolios Beating Benchmarks

  • Mar 7, 2014

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.

Feb 06 2014

Long Only Portfolios Down For The Month But Beat Benchmarks

  • Feb 6, 2014

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.

Jan 08 2014

Long Only Portfolios Finish 2013 Strong

  • Jan 8, 2014

Select Industries deactivated Specialized Finance. Global Industries deactivated Food & Staples Retail and Road & Rail and purchased Managed Health Care.

Dec 06 2013

Long Only Portfolios See Low Turnover

  • Dec 6, 2013

Select Industries added exposure to Health Care Distributors and Multi-Line Insurance. Global Industries deactivated Media and purchased Health Care Services. 

Nov 07 2013

Long Only Portfolios See Low Turnover

  • Nov 7, 2013

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.