The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
Globally, more than 50% of all payments are still made in cash.
Today, many investors are searching for alternatives to zero or negative rates on savings but have been hesitant to invest in equities because of the higher risk. However, if you are willing to take some equity risk, stable equities might have a place in your investment portfolio.
Stable growth companies have always played a key role in our investments, because they typically offer an attractive risk/reward profile. So, where do we find stable growth? Actually, anywhere.