Our Portfolio
Summary of Portfolio Strategy by Segment
Welcome to Our Portfolio! Here, we summarize each stock we invest in across each portfolio segment. For more information, please click into the segment-specific breakout pages, or read the deep dives in Publications
Current Holdings
Portfolio Essentials
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Portfolio Essentials
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Portfolio Essentials
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Portfolio Essentials
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Portfolio Essentials
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Portfolio Essentials
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Portfolio Essentials
The sturdy foundation of our portfolio
Long-term investments that are great for retirement accounts, risk management, and compound growth.
Set & Forget
‘Blue Chip’ Assets for long-term compounding
History has been incredibly kind to patient investors who make smart decisions. Our portfolio considers the easy money investments as well as the “home run swings” to optimize a winning strategy.
Strengths & Fundamentals
Good Companies, Good Offers
Technological innovation is at an inflection point, with many claiming we are at the start of the ‘fourth industrial revolution’—we agree. This is the focus of our portfolio. We want to use our portfolio to capture some of this ‘lightning in a bottle’, boosting our performance.
Paradigm Disruptors
High-Potential Innovators
Some investors really know their stuff, and now more than ever, there are tools that help us track the buying behavior of the world’s greatest investors. We use these tools to construct our portfolio from the ground up and use our own analysis to build a cohesive strategy.
Boom-Bust Future Tech
High-Potential Innovators
Some companies are just good companies, and we want to stake in those regardless. We will never shy away from a good investment, regardless of the ‘thematic fit’ with the rest of our portfolio.
Moonshot Speculation
High-Potential Innovators
Needless to say, things are a little bit ~crazy~ right now. The global order is more fluid than ever, and we need to be globally diverse in addition to being thematically diverse. We want stakes in winners from other countries, too, and we place a premium on assets with less exposure to macro risks.
NAG 7 Summary
Portfolio Essentials
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Portfolio Summary
Shovels for The Gold Rush
A wise man once said, “The best way to profit from the gold rush is to start a shovel company.” We always ask ourselves: “What companies are best positioned to win and why?” and always consider upstream and downstream factors.
If It Ain’t Broke
History has been kind to patient investors who make smart decisions. Our portfolio considers the ‘easy money’ investments as well as the ‘home run swings’ to create a winning strategy.
A Tech-Enabled Future
Tech innovation is at an inflection point, with many claiming we are at the start of the ‘fourth industrial revolution’—we agree. This is the focus of our portfolio. We want to use our portfolio to capture some ‘lightning in a bottle’ and compound over time.
Ride The Hot Hand
Many tools exist to help us track the world’s greatest investors. We use these tools to consider the perspectives of the world’s top investors, also using our own analyses to build a cohesive strategy.
A Fundamentally Strong Offer
Some companies are just good companies, and we want a stake in them—full stop. We will never shy away from a good investment, regardless of the ‘thematic fit’ with the rest of our portfolio.
A New World Order
Things are a little bit ~crazy~ right now. The global order is more fluid than ever, and we need to be globally AND thematically diversified. We want stakes in winners from other countries, too, and we place a premium on assets with less exposure to macro risks.
