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Monday, March 13, 2017 11:41:01 AM
http://belridgecapital.com/wp-content/uploads/2017/03/Belridge-February-2017-Commentary.pdf
All of the Belridge strategies’ performance is positive and remains concentrated in nature and includes exposure across small-, mid-, and large-capitalization stocks. We continue to seek and own high quality companies with long term earnings potential. As always we emphasize security selection through our portfolio construction process.
The Belridge Health Care Strategy outperformed its benchmark in February, returning 8.4% vs. 6.4% for the S&P 1500 TR Health Care Index. For the year, the Belridge Strategy has returned 12.2% compared to 8.8% for the benchmark. For the month, the biotechnology industry provided strong contribution...
"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute." - William Feather.
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