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Nov 05 2011

Select Industries: New Groups Initiated

  • Nov 5, 2011

In late October, Select Industries Equity Portfolio established three new holdings in Drug Retail, Hypermarkets & Super Centers, and Data Processing & Outsourced Services. Even with the MTI in Positive territory, we are maintaining some defensive exposure, as global economic worries persist.

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About The Authors

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager
Kristen Perleberg / Sr. Research Analyst & Co-Portfolio Manager