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]

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

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]