Invest in companies that have a predictable stream of earnings; operating in sectors that have a tailwind behind them. The focus is on IDENTIFYING THE NEXT BIG TREND. Creating a concentrated portfolio of such high quality sector leaders.
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.