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Go Specialty Chemicals !

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: