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Group Selection Scores

Aug 06 2021

Big Time

  • Aug 6, 2021

Market environments are driven not just by industry preferences, but also by a bias toward the very largest companies. We have developed a new set of groups composed of the 10 largest companies from each sector. With several of these baskets sporting positive rankings, we felt a closer look was in order.

Apr 01 2021

Our Most Contrarian Industry Group Ideas

  • Apr 1, 2021

Contrarian investing is difficult from both an emotional and implementation standpoint. Often the consensus is right, and industry groups are out-of-favor for a reason. As the saying goes, “Don’t be contrarian just for the sake of being a contrarian.”