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: