What's in my portfolio?
A high-conviction portfolio of around 30 global companies that I believe provide the good opportunity to outperform the broader stock market:
Value investing and GARP or "growth at a reasonable price": Conservative fundamental analysis to invest in what I think are undervalued stocks.
International exposure: I look for solid balance sheets and long term upside, I don't exclude markets.
Here, you'll find companies that are (or where for a time) in my portfolio.
- Research, posts and articles will be uploaded and linked to each logo soon.