Select Industries had no group deactivations, trimmed Consumer Finance and purchased Systems Software, further boosting our Tech holdings. Global Industries had no group deactivations, trimmed our Reinsurance and boosted exposure to Health Care, Industrials, and Info Tech groups.
Feb
06
2014
Long Only Portfolios Down For The Month But Beat Benchmarks
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Select Industries Global Industries Consumer Finance Systems Software Airlines Health Care Distributors Computer Storage & Peripherals Reinsurance Health Care Services & Technology Semiconductors Technology Hardware Storage & PeripheralsLogin
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