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Global Brands

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Strategy Description

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base

We look for large companies with strong brand durability, recurring cash flow generation, low capital intensity, minimal financial leverage and low volatility characteristics

Our goal is to own exposure to global end-client consumption via firms that are core suppliers and vendors to their clients and are integral to end-consumer daily lives.

We incorporate diversification into the portfolio by choosing the best brands in market sectors. We invest in renowned brands from luxury goods to producers of healthcare products, recognized retailers, food and beverage giants, household staples and other consumer durables

While many US companies are leaders in their fields, a truly global portfolio needs to own global and regional leaders (China e-commerce and EV names, Japan robotics, European pharmaceuticals)

This strategy can also be accessed in a US exposure

PrintFact Sheet

Portfolio Performance

202020212022YTD
Portfolio (%)43.2111.86-14.1111.49
Annualized ReturnStandard DeviationDividend Yield
Portfolio12.68%14.61%3.3%

Allocation Breakdown

Asset Class


Equity99.5%
Fixed Income0
Commodities0
Cash0.5%

Geo


North America54.2%
Greater Europe27.14%
Developed Asia3.15%
Emerging Asia12.36%
Central/Latin America3.16%

Sector


Financials 2.95%
Industrials
Consumer Discretionary21.82%
Real Estate
Consumer Staples 15.32%
Materials
Healthcare23.49%
Utilities
Technology18.39%
Energy2.98%
Communications15.05%

Top Holdings

Asset ClassWeight (%)
1. Coca-Cola Femsa SAB de CV3.22%
2. Alibaba Group Holding Ltd3.15%
3. International Business Machines Corp3.15%
4. Amazon.com Inc3.14%
5. Orange SA3.11%
6. Tencent Holdings Ltd3.10%
7. Microsoft Corp3.09%
8. Hermes International SCA3.09%
9. Verizon Communications Inc3.06%
10. Pfizer Inc3.04%