Multi-Line Insurance
Insurance Theme Intact Among Top GS Scores
Group Selection (GS) Score strength among insurance-related industry groups has been a long-running theme within our quantitative framework.
Insurance and Regional Banks Have Strong Week
Small Biotech, Managed Health Care and Internet Retail continue to lead YTD.
Long Only Portfolios Beating Benchmarks
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.
Long Only Portfolios Beating Benchmarks
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.
Broad Themes Found In Auto & Insurance Industries
We like when we can find groups inside of broad themes, and these two industries are amongst the strongest in our work right now.
Long Only Portfolios See Low Turnover
Select Industries added exposure to Health Care Distributors and Multi-Line Insurance. Global Industries deactivated Media and purchased Health Care Services.
Highlighted Attractive Domestic Groups - November 2013
Multi-Line Insurance, Health Care Equipment, Pharmaceuticals and Automobile Manufacturers.
Select Industries: Adding Insurance To Portfolio
Multi-Line Insurance was added to the portfolio. While several insurance groups currently rate Attractive, we like the diversified nature of the Multi-Line group.
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