We seek to to help Your Capital Grow™ by primarily investing in global champions™. Click on a logo below to gain some insights into our views on a specific company, some of which have been detailed in prior investment letters.
Disclosures: The Global Companies list is updated periodically and may not reflect recent changes to the portfolio or all portfolio holdings. For our full archive of our investment letters click here.
The specific securities identified and discussed should not be considered a recommendation to purchase or sell any particular security nor were they selected based on profitability.