Hubbell INC

• TA Troy Asset Management Investment Report No.89 July 2026 ↗ Troy Multi-Asset Strategy added infrastructure exposure through Canadian National and Hubbell while keeping cyclical holdings sized cautiously. It trimmed equities as valuations extended, added Experian at a depressed multiple, and held index-linked bonds and short-dated nominal bonds for inflation protection and future equity purchases. The first half of 2026 CNI $72BHUBB $24B

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