Fundsmith ran a large/short fund from 2020-2021 that was closed to external investment.
Here were the holdings before the portfolio was liquidated.
$Microsoft(MSFT)$ $S&P Global(SPGI)$ $Synopsys(SNPS)$ $Intuit(INTU)$ $MasterCard(MA)$ $Visa(V)$
I’ve highlighted my favourites. Which do you like?
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Here's a mental model for thinking about a company's growth:
• Is the growth rate high?
• Is the growth predictable?
High + Predictable = Investable
Anything else = Perhaps best to avoid
Where do you invest?
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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.
