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Dec 06 2019

Seeing Construction Materials’ True Colors

  • Dec 6, 2019

Construction Materials moved to an Attractive rating, fueled by growth and price momentum. Surprisingly, digging into the numbers revealed it to have lower beta dynamics. Based on this, we examined the cyclical nature of the group to better understand the impact it may have on overall portfolio cyclicality.


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About The Author

Scott Opsal / Director of Research & Equities