Portfolio Fund Detail

Willis Owen Research Commentary

A highly regarded option for investors seeking exposure to high-quality global equities. Terry Smith is an original thinker and has often demonstrated his willingness to bet against the crowd. Smith's investment philosophy is to buy and hold, ideally forever, high-quality businesses that will continually compound in value. High-quality companies have little need for leverage, offer an above-average return on capital employed, and an ability to sustainably grow at this rate of return. When considering these criteria, and a minimum USD 2 billion market cap to keep the strategy scalable, the result is a concentrated portfolio.

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You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.

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