Actionable, high-quality, and contemporary investment research for private investors
We Cover: Multi Asset, Value, Quality, Momentum, and Digital Assets.
The last month marked a significant milestone as we added our 25th and final stock to the Quality portfolio.
Having published 175,000 words of research on these companies and written many more on companies that didn’t make the cut, we are proud of the result.
Company selection was paramount, combined with timely entry points. All of our companies have undergone a correction, in some cases major corrections, making these attractive times to buy.
We balanced geographic and industry exposure, resulting in a diversified portfolio of high-quality companies acquired at low valuations.