Group 1 - The analysis focuses on two major funds: Reaves Utility Income Trust (UTG) and Cohen & Steers, which invest in utility and infrastructure securities [1] - The goal is to identify profitable and undervalued investment opportunities primarily in the U.S. market to build a high-yield, balanced portfolio [1] - The approach combines macro-economic analysis with real-world trading experience to maximize returns [1] Group 2 - The author has a background in Finance and Economics, with expertise developed through active practice in management and trading [1] - The analysis aims to provide clear, actionable investment ideas for building a balanced portfolio of U.S. securities [1]