Select Industries new purchases: Integrated Oil, Semiconductors, Water Utilities; Global Industries added to Energy, Technology, and Financials.
Jul
07
2014
Domestic & Global Long-Only Portfolios Outperformed By 390 And 430 Bps, Respectively In First Half
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![Matt Paschke / Senior Research Analyst](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/Paschke2_HiRes.jpg?h=150&w=150&fit=crop&fp-y=.15)