Industrials. By: Brandon Harlow, Bhavik Khandhar, Tracy Marsolo & Matt Shubeck. Agenda. Sector Analysis Business Analysis Economic Analysis Financial Analysis Valuation Analysis Recommendation Q&A. Sector Analysis.
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By: Brandon Harlow,
Tracy Marsolo & Matt Shubeck
Industrials currently underweight in SIM Portfolio by 100 basis points.
Diversified Supp Ser
Construct. & Engineer.
Airfreight & Logistics
Increase position in portfolio by 100 basis points. Match the S&P 500
Q & A