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 U.S. exposure.
