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Sep 01 2023

Blue Book September 2023

  • Sep 1, 2023

Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings. 

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About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager