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]

Group 1 - The appeal of investing in Bowman Consulting (NASDAQ: BWMN) is its ability to convert a record backlog into double-digit margins and consistent cash generation [1] - The current valuation of Bowman Consulting is at an 11x EV/EBITDA multiple, indicating potential for growth [1] Group 2 - The analyst has a strong foundation in portfolio construction and capital markets, focusing on a hybrid investment strategy that combines stable holdings with tactical allocations [1] - There is a particular interest in the gaming sector, reflecting both professional experience and personal passion [1]

Group 1 - The article introduces Jorge Hortelano as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and gain exposure [1] - Jorge Hortelano has a strong background in financial advisory and portfolio construction, focusing on a hybrid investment strategy that combines stable holdings with tactical allocations [2] - The analyst expresses a particular interest in the gaming sector, leveraging both professional experience and personal passion to enhance investment insights [2] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or sectors [3][4]