Billionaire is a billionaire for some reason. Our Global Equity Fund investigated the performance of companies supervised and mentored by billionaire owners until 2004 and found that they outperformed their rivals. We are currently investing in 115 large global companies owned by the top 10 billion billionaires (ranked by Forbes and Bloomberg). Each share constitutes 1% of the fund and the maximum exposure to a single share is limited to 1%.We rebalanced our portfolio every January and applied a new portfolio this year Environment, Society, Governance (ESG) A filter that eliminates some Russian oligarchs and poorly performing Chinese billionaires.
World stocks, especially Emerging marketsBut historically these were the first to recover. While India’s billionaires are flourishing, Asia is becoming more and more important to the global economy, but their companies are difficult to invest from the UK.
400 beer portfolio
Anheuser-Busch InBev (Brussels: ABI) Owns over 400 beers including Budweiser, Corona and Stella Artois. The blockade had a significant impact on the business, but in 2021, InBev’s North American sales, which account for one-third of its revenue, recovered 4%. Growth was 21% in the Asia Pacific region. Total revenue growth for the year increased by $ 6 billion, this summer in the Northern Hemisphere.
The suspension of the group’s license to brew Budweiser in Russia is unlikely to affect the top line. The group is also increasing its environmental confidence by converting by-products of the brewing process into plant-based proteins and selling them to the food industry.
China’s leading EV manufacturer
Shenzhen-based automaker and battery group BYD Company (HK: 1211) I just overtook Tesla globally Electric vehicle (EV) amount of sales. It also overtook LG in South Korea as the world’s second largest producer of EV batteries. Part of the outstanding share performance over the past year (up 40%) is due to avoiding the blockade of Covid-19, which was blocking rivals.
The chemist Wang Chuanfu’s company is faithful to its full name “Build Your Dreams”. After starting production of rechargeable nickel-cadmium batteries in 1995, he embarked on cars, buses, trucks and motorcycles. In 2008 Warren Buffett purchased 10% of BYD and by July 2022 had 33 times more profit. While speculation that his stock is currently for sale has affected stock prices, BYD is a leader in China’s rapid transition to EVs and a potentially beneficial push to overseas markets.
Benefit from natural stupidity
Invest with Carl Icahn, who owns 88% of meKahn Company (NYSE: IEP)Not for the timid, but very rewarding. One of the first activist investors, Icahn, has rocked large U.S. companies by buying large-capitalization stocks since the 1980s and encouraging management to make changes for the benefit of shareholders. I have.
Icahn Enterprises invests across sectors such as energy, automotive, food packaging, metals, real estate and home fashion, but the balance changes as potential value is unearthed. He famously said that he would make money from “studying natural stupidity.” His personal wealth has exceeded 20% since the pandemic, and it is difficult to doubt his judgment.
Three “Billionaire” Stocks to Boost Your Portfolio
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