The highest quality companies in the Fundsmith/Smithson

Long_Equity
2024-11-15

What are the highest quality companies in the Fundsmith/Smithson investable universe?

I took the complete set of holdings from both funds and ran it through one of my custom quality filters.

Here are the ones that rise to the top πŸ‘‡πŸΌπŸ‘‡πŸΌ

Which do you own?

$MSCI Inc(MSCI)$ $Microsoft(MSFT)$ $Novo-Nordisk A/S(NVO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Apple(AAPL)$ $Fortinet(FTNT)$ $Visa(V)$ $Meta Platforms, Inc.(META)$

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Bottom half of the table. Sorry it’s cropped

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I spend most of my time following companies, rather than funds. But I do like Valley Forge Capital, Triple Frond and Akre Capital.

Definitely a great fund and Terry is a great communicator on investing. As are you! I’ve enjoyed your multiple podcast appearances.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Kokfei
    2024-11-15
    Kokfei
    πŸ‘Œ
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