Villi Grdovich's  Instablog

Villi Grdovich
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Villi Grdovich is a professional investor with a strong interest in fundamental and quantitative financial analysis. An engineer by training, he has 25 years experience in finance, firstly in project finance with an Australian bank, and then as an analyst and portfolio manager with a major fund... More
  • Go Specialty Chemicals ! 0 comments
    Apr 17, 2012 7:17 AM

    As at 16 April, the Specialty Chemical portfolio continues to add to active return, while the Pharmaceuticals portfolio is holding its' ground.

    Given the strong relative performance of Specialty Chemicals (NYSE:SC), and not for the first time, I find it surprising that this sector doesn't get more attention from the stock picker/fundamental analyst fraternity. In terms of hedge Funds, anyone looking for a long short portfolio would surely have SC as the go to sector for long exposure.

    Comparative portfolio returns are:

    and the active returns over the past few weeks are:

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