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Investors interested in Engineering - R and D Services stocks are likely familiar with Babcock International Group PLC (BCKIY) and Sterling Infrastructure (STRL). But which of these two stocks presents investors with the better value opportunity right now?

The portfolio underperformed the MSCI All Country World Index during Q2. Our stock selection in the financials sector helped the portfolio outperform its benchmark in the sector. Regionally, holdings in Indo-Pacific emerging markets fared best across two themes: electrification and aerospace and defense.