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Dec 02 2024

Blue Book December 2024

  • Dec 2, 2024

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