Global Brands

by
Leo Wealth
Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Strategy Description

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base

We look for large companies with strong brand durability, recurring cash flow generation, low capital intensity, minimal financial leverage and low volatility characteristics

Our goal is to own exposure to global end-client consumption via firms that are core suppliers and vendors to their clients and are integral to end-consumer daily lives.

We incorporate diversification into the portfolio by choosing the best brands in market sectors. We invest in renowned brands from luxury goods to producers of healthcare products, recognized retailers, food and beverage giants, household staples and other consumer durables

While many US companies are leaders in their fields, a truly global portfolio needs to own global and regional leaders (China e-commerce and EV names, Japan robotics, European pharmaceuticals)

This strategy can also be accessed in a U.S. exposure.

Portfolio Performance

202120222023YTD
Portfolio (%)11.86-14.1119.736.66
Annualized ReturnStandard DeviationDividend Yield
Portfolio14.48%13.9%3.1%

Allocation Breakdown

Asset Class


Equity99.51%
Fixed Income0
Commodities0
Cash0.49%

Geo


North America50.08%
Greater Europe37.49%
Asia11.95%

Sector


Financials 3.42%
Industrials
Consumer Discretionary15.34%
Real Estate
Consumer Staples 12.22%
Materials
Healthcare23.62%
Utilities
Technology17.26%
Energy5.97%
Communications21.68%

Top Holdings

Asset ClassWeight (%)
1. PDD Holdings Inc3.87%
2. Apple Inc3.33%
3. HSBC Holdings PLC3.32%
4. Nintendo Co Ltd3.30%
5. Alphabet Inc3.27%
6. Novartis AG3.25%
7. Universal Music Group NV3.20%
8. Nestle SA3.18%
9. BYD Co Ltd3.15%
10. Procter & Gamble Co/The3.11%

Related Investments

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Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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