The highest quality companies in the Fundsmith/Smithson
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 👇🏼👇🏼
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.
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- Kokfei·11-15 15:31👌1Report