Itochu: Solid Non-Resource Performance Deserves An 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] Investment Strategy - The individual has managed their own portfolio since 1998, successfully meeting long-term return goals [1] - A preference for long-term positions is noted, with a strategy to maximize total return over time [1] - The focus is on identifying investment opportunities based on intrinsic value rather than market trends [1]