Long-term investments in well-managed growth businesses - sustainable, competitive advantages
This long-term global equity growth strategy employs bottom-up stock selection, invests in around 100 stocks, and differs significantly from the stock market index. The portfolio is diversified across stocks, industries and regions, with broad holding sizes of 0.5%, 1% or 2%, depending on the team’s level of conviction in the company’s prospects.
Typical Number of Holdings: 70-120
Maximum Stock Position: 6%
Benchmark: MSCI All Country World Index
Objective: +2-3% p.a. over benchmark over rolling five year periods
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