Global Value

by
Leo Wealth
A value-tilted portfolio that invests globally and seeks to balance growth potential vs valuations.

Strategy Description

Exposure to large and stable names globally – high quality and reasonably priced stocks from both developed and emerging markets

We follow a rigorous and scientifically proven stock selection approach, prioritizing strong Value, Quality, Safety, Payout and Sentiment characteristics. 13,000 stocks are scored daily across 30 factors to drive objective decision making.

The portfolio is regularly rebalanced to these factors. The regional allocation is generally in line with global markets, but sector allocation may deviate due to bias toward Value and Quality characteristics.

Global diversification helps managed domestic biases and a robust quantitative scoring process allows lesser-known but still excellent businesses to be included. The portfolio consists of our highest conviction value-tilted stock picks in the US, Europe and Asia.

Portfolio Performance

20192020202120222023YTD
Portfolio (%)18.993.368.75-15.1917.112.2
Annualized ReturnStandard DeviationDividend Yield
Portfolio5.42%14.72%3.1%

Allocation Breakdown

Asset Class


Equity99.54%
Fixed Income0
Commodities0
Cash0.46%

Geo


North America50.07%
Greater Europe37.51%
Asia11.94%

Sector


Financials 3.41%
Industrials
Consumer Discretionary15.33%
Real Estate
Consumer Staples 12.24%
Materials
Healthcare23.65%
Utilites
Technology17.24%
Energy5.98%
Communications21.67%

Top Holdings

Asset ClassWeight (%)
1. PDD Holdings Inc3.88%
2. Apple Inc3.32%
3. HSBC Holdings PLC3.31%
4. Nintendo Co Ltd3.30%
5. Alphabet Inc3.26%
6. Novartis AG3.25%
7. Universal Music Group NV3.20%
8. Nestle SA3.19%
9. BYD Co Ltd3.14%
10. Procter & Gamble Co/The3.12%

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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.

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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