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Hi Partner 👋
I hope you celebrated the start of the year well with you and your loved ones.
May all your wishes come true.
Let’s give you an update about every position in Our Portfolio today.
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Investing Masterclass: Quality investing in 2026
Join us for an insightful discussion on the most important trends shaping Quality Investing today.
📅 January 29, 2026 | 2 PM ET / 8 PM CET
🌐 Online Event
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Portfolio Overview
Here are the essentials of Our Portfolio in a nutshell:
18 Top-Quality Companies:
We own eighteen of the world’s best businesses
Double-Digit Growth Expected:
Our companies should grow their intrinsic value by 13.6% in 2026.
Cash Flow Keeps Growing:
Back in 2016, Our Portfolio made $11,985 in Free Cash Flow. Today? $82,100.
Rare Buying Opportunity:
Our Portfolio is trading at the cheapest valuation level of the past 10 years
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How the Portfolio is Positioned
Our strategy is built on three buckets: