SPE Acts As An All-In-One Portfolio Strategy But May Not Be Optimal
Seeking Alphaยท2025-07-26 09:16
Core Insights - The article emphasizes the importance of a holistic approach to investment recommendations, considering the entire investment ecosystem rather than evaluating companies in isolation [1]. Group 1 - Michael Del Monte has over 5 years of experience as a buy-side equity analyst and previously spent over a decade in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1].