Ameresco: Contrarian Buy With Rerating Potential

Group 1 - The industrials sector has been delivering attractive returns in 2025, but Ameresco (NYSE: AMRC) is down -3% year-to-date [1] - The article highlights the author's investment approach, which combines stable, high-conviction holdings with tactical allocation to dynamic assets based on economic cycles and sector momentum [1] - The author expresses a particular interest in the gaming sector, leveraging both professional experience and personal passion [1]