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Granite Investment Partners tells Sarasota pension board market leadership is narrow; expects broadening toward industrial cyclicals
Summary
Granite Investment Partners updated the Sarasota Police Officers Pension Board on portfolio positioning and market outlook, saying equity performance has been narrow and led by a small group of large-cap technology companies tied to AI, and predicting a broader leadership shift to cyclicals and industrials in 2026.
Granite Investment Partners representatives told the Sarasota Police Officers Pension Board of Trustees that U.S. equity performance has been unusually narrow in recent years, driven by a handful of large technology companies, and that their strategy expects market leadership to broaden to cyclicals and industrial sectors.
Doug Morris, a principal with Granite Investment Partners, and Eric Rollay, the firm’s lead portfolio manager on the pension account,…
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