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.
Exposure to large and stable household names – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.
Large & global companies with strong brand durability, recurring cash flow generation, low capital intensity, minimal financial leverage and low volatility characteristics.
This portfolio provides 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. Companies range from luxury goods leaders to producers of healthare products, recognized retails, food and beverage giants, household staples and other consumer durable names.
Though a concentrated portfolio, the companies included are major global conglomerates, thus providing diversification via exposure to a variety of countries and industries.
Stocks are chosen via our systematic scoring process, which ranks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits. Portfolio is rebalanced regularly to ensure expoure to the best-scoring names.
This strategy can also be accessed in a Global Exposure
|Annualized Return||Standard Deviation||Dividend Yield|
|Asset Class||Weight (%)|
|1. Adobe Inc||4.66%|
|2. Alphabet Inc||3.98%|
|3. Amazon.com Inc||3.97%|
|4. Comcast Corp||3.95%|
|5. Oracle Corp||3.94%|
|6. Cisco Systems Inc||3.83%|
|7. Alibaba Group Holding Ltd||3.83%|
|8. International Business Machines Corp||3.77%|
|9. Microsoft Corp||3.53%|
|10. Dell Technologies Inc||3.45%|