Covid-19
Global Franchise’s defensive qualities provide support
Equity markets have again fallen significantly as fears of a further spreading of the coronavirus, and likely stricter containment measures (partic...
We seek a purer expression of quality companies. We focus on fundamental research, to identify companies with rare and exceptional characteristics that can compound shareholder value over the long term.
These exceptional qualities have enabled companies to deliver sustainably high returns on capital, and compound cash flows over the long term.