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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

Allocation Breakdown

Asset Class


Equity99.42%
Fixed Income0
Commodities0
Cash0.58%

Geo


America55.3%
Greater Europe33.04%
Developed Asia5.39%
Emerging Asia6.26%
Central/Latin America0

Sector


Financials 3.24%
Industrials
Consumer Discretionary19.25%
Real Estate
Consumer Staples 17.05%
Materials
Healthcare28.82%
Utilities
Technology19.19%
Energy4.76%
Communications7.7%

Top Holdings

Asset ClassWeight (%)
1. Merck & Co Inc4.76%
2. Shell PLC4.69%
3. PepsiCo Inc4.36%
4. Amgen Inc4.08%
5. Apple Inc3.88%
6. Johnson & Johnson3.74%
7. Novartis AG3.67%
8. Gilead Sciences Inc3.59%
9. Procter & Gamble Co/The3.58%
10. Walmart Inc3.58%