Itochu: Be Patient As Growth Investments Take Time To Work (Upgrade)

Core Insights - The individual has extensive experience in the energy industry, having worked for 22 years in various roles including engineering, planning, and financial analysis [1] - The investment strategy focuses on achieving returns that match the S&P 500 with lower volatility and higher income, emphasizing long-term holdings unless compelling reasons to sell arise [1] - The approach to investment is agnostic to asset class, market cap, sector, or yield, prioritizing total return by purchasing undervalued assets [1] Company and Industry Summary - The individual has managed their own investment portfolio since 1998, successfully meeting long-term return goals [1] - There is a beneficial long position in the shares of ITOCY, indicating confidence in the company's performance [2] - The article reflects personal opinions and does not involve compensation from any mentioned companies, ensuring an unbiased perspective [2]